<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on your subscription. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify"><strong>C</strong><strong>ontact reports</strong> in Insights let you visualize trends and patterns related to your people, organizations and the data linked to them.</p>
<hr>
<h2 style="text-align: justify">Where to find it<a name="where-to-find-it"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>For a general guide to the Insights feature and creating reports, check out <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">this article.</a> </div>
<p style="text-align: justify">To create a contact report, go to your <strong>Insights,</strong> click the <strong>“+” </strong>in the top left corner, then choose <strong>contact</strong> and either <strong>people </strong>or <strong>organizations.</strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%208.jpg" alt=""></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Contact report fields<a name="contact-report-fields"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Custom fields are not supported in contact reports, including custom address fields. While the <strong>address </strong>field for <strong>organizations</strong> comes default with any Pipedrive account, the <strong>postal address </strong>field for <strong>people</strong> requires connecting <a href="https://support.pipedrive.com/article/contact-sync" target="_blank" rel="noreferrer noopener">contact sync</a>. <br></div>
<p style="text-align: justify">Contact reports have unique fields, so you have tools specifically for analyzing your contacts data. </p>
<p style="text-align: justify"><strong>Address fields</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Filtering and segmenting with address fields only works if the addresses are properly formatted. For general information about how address fields function in Pipedrive, check out <a href="https://support.pipedrive.com/article/address-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">this article.</a></div>
<p style="text-align: justify">When creating people and organizations reports, you can filter using location data like country or zip code. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%202_2023-10-05-161932_grcs.jpg" alt=""></figure>
<p style="text-align: justify">For example, here you can see organizations both filtered and segmented by their country of origin</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%2010.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Followers and files</strong></p>
<p style="text-align: justify">People and organization reports include the option to filter for or measure by followers and files. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%204_2023-10-05-161929_gvrv.jpg" alt=""></figure>
<p style="text-align: justify">For example, here you can see each quarter of the year with the corresponding number of organization followers. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%205_2023-10-05-161929_pobd.jpg" alt=""></figure>
<p style="text-align: justify"><strong>People specific fields</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Some person fields like <strong>birthday</strong> and <strong>job title </strong>are only available if contact sync is enabled. For more information about setting up contact sync, check out <a href="https://support.pipedrive.com/article/contact-sync" target="_blank" rel="noreferrer noopener">this guide. </a></div>
<p style="text-align: justify">Certain fields like <strong>last email received, last email sent, job title </strong>and <strong>birthday</strong> are only available when creating a people report. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%203_2023-10-05-161930_owmb.jpg" alt=""></figure>
<p style="text-align: justify">For example, here you can see people being filtered to show those who have received emails, sorted by when the recipient contacts were created in Pipedrive. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/insights%20contacts%206_2023-10-05-161928_txer.jpg" alt=""></figure>
<hr>
<h2>Custom fields in contacts reports<a name="custom-fields-in-contacts-reports"></a></h2>
<p>Many, but not all, custom fields can be used with contact reports. </p>
<p>However, not every field is available in every section of your report, so here’s a breakdown of which custom fields can be used and where. </p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Field name</strong></div></td><td><div style="text-align: justify"><strong>Filter by</strong></div></td><td><div style="text-align: justify"><strong>Measure by</strong></div></td><td><div style="text-align: justify"><strong>View by</strong></div></td><td><div style="text-align: justify"><strong>Segment by</strong></div></td><td><div style="text-align: justify"><strong>Table view</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Text</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Long</strong> <strong>text</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Single option</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Multiple options</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Autocomplete</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Numerical</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Monetary</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>User</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Organization</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Person</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Phone</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Time</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Time Range</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Date</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Date Range</strong></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"><strong>✔️</strong></div></td></tr></tbody></table>
<p><strong>Address fields</strong></p>
<p>While the address type custom is available for contact reports, not every sub-field is. For address custom fields you can use: </p>
<ul><li>City/town/village/locality</li><li>Country</li><li>State/country</li><li>Address</li><li>Full/combined address</li></ul>
<div class="support-note success primary"><strong>Note: </strong>For more information about custom fields, check out <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article.</a> </div>

Insights: contacts

where-to-find-it

Where to find it

contact-report-fields

Contact report fields

custom-fields-in-contacts-reports

Custom fields in contacts reports

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Every chart type is not available for every report. For example, <a href="https://support.pipedrive.com/article/insights-reports-deal-performance" target="_blank" rel="noreferrer noopener">deal performance</a> reports have all five chart types, while <a href="https://support.pipedrive.com/article/insights-reports-deal-conversion" target="_blank" rel="noreferrer noopener">deal conversion</a> reports only offer column charts.<br></div>
<p style="text-align: justify">The <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights feature</a> lets you customize and display your report data in a variety of ways. This includes different types of charts, so you can see your data in a way that best suits your needs. <br></p>

<hr>
<h2 style="text-align: justify">Chart types<a name="chart-types"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can click the <strong>”...“ </strong>in the top right corner of a bar, column or pie chart to customize the colors of your data sections.</div>
<p style="text-align: justify">There are five different chart types available in Insights: </p>
<ul><li>Column chart</li><li>Bar chart</li><li>Pie chart</li><li>Scorecard chart </li><li>Table chart</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%202.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Column and bar charts<a name="column-and-bar-charts"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can change the colors and number of bars in your chart by clicking the <strong>”...“ </strong>in the top right corner of your chart. <br></div>
<p style="text-align: justify">With column and bar charts, you have three fields for organizing your data: </p>
<ul><li><strong>Measure-by (Y-axis) </strong></li><li><strong>View-by (X-axis) </strong></li><li><strong>Segment-by (not mandatory)</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%203.jpg" alt=""></figure>
<p style="text-align: justify">The bar chart has the same fields, but the <strong>view-by </strong>and <strong>measure-by</strong> fields are switched. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%204.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If the <strong>view-by</strong> field is time-based, you can choose between yearly, quarterly, monthly, weekly and daily intervals.</div>
<hr>
<h2 style="text-align: justify">Pie charts<br><a name="pie-charts"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The options in the sidebar always reflect the segmented groups.</div>
<p>Pie charts include <strong>measure-by</strong> and <strong>segment-by </strong>fields, but unlike column and bar charts, they don’t feature a <strong>view-by</strong> field. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Scorecard and table view<a name="scorecard-and-table-view"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Scorecard view only has a <strong>measure by </strong>field, but you can use <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filters</a> to specify the data. <br></div>
<p style="text-align: justify">The scorecard chart shows the total of a chosen measurement (number of activities, lead value, etc.)</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%206.jpg" alt=""></figure>
<p style="text-align: justify">The smaller number and colored arrow above your scorecard show if the value has increased or decreased in the specified time interval, and by how much. </p>
<p style="text-align: justify">In this case, the number of activities has decreased by 26 since last month. </p>
<div class="support-note success primary"><strong>Note: </strong>The time interval used in the scorecard is based on the applied filters. <br></div>
<p style="text-align: justify"><strong>Table </strong></p>
<p style="text-align: justify">With the table chart, you can see your data as a customizable list, similar to the <a href="https://support.pipedrive.com/en/article/list-view" target="_blank" rel="noreferrer noopener">list view</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chart%20types%207.jpg" alt=""></figure>
<p>You can: </p>
<ul><li>Choose which columns appear there using the <strong>gear icon</strong></li><li>Drag your columns to change their position</li><li>Click on any column header to organize the data in that column</li></ul>
<p style="text-align: justify">You can also click <strong>”Export“</strong> to download a spreadsheet of your report data.</p>
<div class="support-note success primary"><strong>Note: </strong>For more information about exporting your Insights data, check out <a href="https://support.pipedrive.com/article/exporting-data-from-insights" target="_blank" rel="noreferrer noopener">this article. </a><br></div>

Insights reports: chart types

chart-types

Chart types

column-and-bar-charts

Column and bar charts

pie-charts

Pie charts

scorecard-and-table-view

Scorecard and table view

Save time and easily duplicate your Insights reports, goals and dashboards.

<p style="text-align: justify">Instead of creating manual copies of your <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> reports, goals or dashboards, you can use the <strong>duplication feature </strong>and save yourself time. </p>
<hr>
<h2 style="text-align: justify">Duplicate reports<a name="duplicate-reports"></a></h2>
<p style="text-align: justify">To duplicate a <a href="https://support.pipedrive.com/article/insights-report-types" target="_blank" rel="noreferrer noopener">report</a> you’ve created, click the <strong>“...<strong>“</strong></strong> button on the right-hand side of your screen and select <strong>“Duplicate.<strong>“</strong></strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%206.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see a pop-up with the options to edit the duplicate report’s name, section and dashboard.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%205.jpg" alt=""></figure>
<p style="text-align: justify">Once you <strong>save</strong> the changes, the new duplicated report is opened automatically.</p><div class="support-note success primary"><strong>Note: </strong>You can add a duplicated report to multiple dashboards but only one section. </div>
<p><strong>Shared reports</strong></p>
<p style="text-align: justify">To duplicate a report someone else created and shared with you, click the <strong>“</strong><strong>...<strong>“</strong></strong> button on the right-hand side of your screen and select <strong>“</strong><strong>Duplicate to my reports.<strong>“</strong></strong><br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%204.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see the same pop-up and customizing options.<br></p>
<hr>
<h2 style="text-align: justify">Duplicate goals<a name="duplicate-goals"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> If a goal is set to <strong>“</strong><strong>View only“ </strong>it won’t be available for duplication.</div>
<p style="text-align: justify">The options to duplicate goals depend on your <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">permissions</a>:</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Global admin users</strong></div></td><td><div style="text-align: justify">Every goal, including goals set by other admins.</div></td></tr><tr><td><div style="text-align: center"><strong>Team managers</strong></div></td><td><div style="text-align: justify">Their own goals plus the goals of all their team members.</div></td></tr><tr><td><div style="text-align: center"><strong>Regular users</strong></div></td><td><div style="text-align: justify">Goals they created for themselves.</div></td></tr></tbody></table>
<p style="text-align: justify">To duplicate a goal, click the <strong>“</strong><strong>...<strong>“</strong></strong> button on the right-hand side of your screen and select <strong>“</strong><strong>Duplicate.<strong>“</strong></strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%203.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see a pop-up with the options to edit the name and dashboard(s) for the duplicated goal.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%202.jpg" alt=""></figure>
<p style="text-align: justify">Once you <strong>save</strong> the changes, the new duplicated goal will be opened automatically.</p>
<hr>
<h2 style="text-align: justify">Duplicate dashboards<a name="duplicate-dashboards"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The <strong>multiple </strong>and<strong> shared </strong>dashboard features are available for Professional and higher plans. </div>
<p style="text-align: justify">To duplicate a dashboard you’ve created, click the <strong>“</strong><strong>...<strong>“</strong></strong> button on the right-hand side of your screen and select <strong>“</strong><strong>Duplicate.<strong>“</strong></strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%201.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see a pop-up with the options to edit the name and section for the duplicated dashboard.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%208.jpg" alt=""></figure>
<p style="text-align: justify">Once you <strong>save</strong> the changes, the new duplicated dashboard is opened automatically.</p>
<p><strong>Shared dashboards</strong></p>
<p style="text-align: justify">To duplicate a dashboard someone else created and shared with you, click the <strong>“</strong><strong>...<strong>“</strong></strong> button on the right-hand side of your screen and select <strong>“</strong><strong>Duplicate to your dashboards.<strong>“</strong></strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/duplication%207.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see a pop-up with options to edit the duplicated dashboard’s name, section and the duplicated reports’ placement.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-21%20at%2017.25.08.png" alt=""></figure>
<p>Once you <strong>save</strong> the changes, the new duplicated dashboard is opened automatically.</p>
<div class="support-note success primary"><strong>Note: </strong>If there’s not enough space among your current reports to fit all the reports from the shared dashboard, Pipedrive will suggest choosing reports to duplicate. Learn more about usage limits in Pipedrive in <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</div>

Insights: duplication

duplicate-reports

Duplicate reports

duplicate-goals

Duplicate goals

duplicate-dashboards

Duplicate dashboards

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can create depends on your plan’s data caps. Learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">The <strong>lead conversion repor</strong><strong>t</strong> shows the percentage of converted leads, so you can track how often your leads are moving into your deal pipelines. <br></p>
<hr>
<h2 style="text-align: justify"><strong>Creating a lead conversion report</strong><br><a name="creating-a-lead-conversion-report"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>By default, the conversion report displays the leads created this year.</div>
<p style="text-align: justify">To create a report for your lead conversion data, click the plus <strong>“+”</strong> sign next to the search bar, then <strong>Report</strong> <strong>&gt; Lead &gt;</strong><strong> Conversion</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20conversion%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Viewing your lead conversion report<a name="viewing-your-lead-conversion-report"></a></h2>
<p>This report shows the<strong> leads-to-deals conversion rate </strong>for various groups (e.g., lead source, creator, time periods, etc.)</p>
<p><strong>Column chart</strong></p>
<p>The columns in this report display the conversion percentage based on the <strong>view by </strong>field.</p>
<p>So in the picture below:</p>
<ul><li>The Y-axis shows percentages representing how many of your <strong>total</strong> leads are in that column.</li><li>The X-axis divides the converted leads by their <strong>lead source</strong> (i.e. Import, Prospector, etc.)</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20conversion%205.jpg" alt=""></figure>
<p style="text-align: justify">By hovering your cursor over a column, you can see the actual number of leads in the column and the conversion rate compared to other sources. </p>
<p>In this case, the report shows four leads have been converted, and one of those leads was created via the Prospector tool.</p>
<p style="text-align: justify"><strong>Supported fields</strong></p>
<p style="text-align: justify"> </p>
<p style="text-align: justify">This report type supports the following custom fields:</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Conversion (Y-axis)</strong></div></td><td><div style="text-align: justify"><strong>View by (X-axis)</strong></div></td></tr><tr><td><ul><li>Any numerical or monetary custom field</li><li>Lead value (converted to default currency)<br></li><li>Number of leads</li></ul></td><td><ul><li>Archive time</li><li>Convert time</li><li>Lead created on</li><li>Next activity date</li><li>Update time</li><li>Contact person</li><li>Creator</li><li>Currency</li><li>Label</li><li>Lead source</li><li>Organization</li><li>Owner</li><li>Status</li><li>Team</li><li>Custom date</li><li>Custom multiple options</li><li>Custom organization</li><li>Custom person</li><li>Custom single option</li><li>Custom user</li></ul></td></tr></tbody></table>
<p style="text-align: justify"><strong>Scorecard</strong></p>
<p style="text-align: justify">The scorecard report always shows the percentage of <strong>converted to deal</strong> leads with the defined filters and <strong>conversion</strong> metric.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20conversion%202.jpg" alt=""></figure>
<p style="text-align: justify">The scorecard supports the following fields:</p>
<ul><li>Any numerical or monetary custom field</li><li>Lead value (converted to default currency)</li><li>Number of leads</li></ul>
<hr>
<h2 style="text-align: justify">Customizing your lead conversion report<br><a name="customizing-your-lead-conversion-report"></a></h2>
<p style="text-align: justify">When your report is generated, it will have a default <a href="https://support.pipedrive.com/en/article/filtering" target="_blank" rel="noreferrer noopener">filter</a>. You can edit the default filter or add your own conditions using the <strong>”+“</strong> button.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20conversion%203.jpg" alt=""></figure>
<p style="text-align: justify">The X-axis shows all lead sources by default, so you can view the conversion rate of your leads from each source.</p>
<p style="text-align: justify">You can also <strong>view by</strong> <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a>, date fields and <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">other fields</a>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20conversion%204.jpg" alt=""></figure>
<p>Once you have finished creating your deal conversion report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>.</p>
<div class="support-note success primary"><strong>Note: </strong>Only Professional and higher plan users can use deal/lead custom fields for filtering and building reports in the visual builder (measure by, view by). All plan users can use deal/lead custom fields in tables.<br></div>

Insights reports: lead conversion

creating-a-lead-conversion-report

Creating a lead conversion report

viewing-your-lead-conversion-report

Viewing your lead conversion report

customizing-your-lead-conversion-report

Customizing your lead conversion report

<p>The <a href="https://support.pipedrive.com/en/article/insights-feature" target="_blank" rel="noreferrer noopener"><strong>Insights feature</strong></a> lets you share your dashboard with internal and external users by clicking <strong>”Share“</strong> in the top right corner. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%201.jpg" alt=""></figure>
<p>There are two options available for dashboard sharing in Pipedrive: <strong>internal</strong> sharing with users, and <strong>external</strong> sharing with a public link.</p>
<hr>
<h2 style="text-align: justify">Sharing dashboards with other users<a name="sharing-dashboards-with-other-users"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. Learn how to switch plans in <a href="https://support.pipedrive.com/en/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency" target="_blank" rel="noreferrer noopener">this article</a>.<br></div>
<p style="text-align: justify">Internally, dashboards can be shared with:<br></p>
<ul><li>Everyone</li><li>Selected users</li><li>Teams</li></ul>
<p>When you click on the search bar, you‘ll see your available options. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%202.jpg" alt=""></figure>
<p style="text-align: justify">Shared dashboards can be found under the <strong>Shared with me</strong> section of your Insights<strong> </strong>navigation.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%205.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Sharing options</strong></p>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>Dashboard editors can share and make changes, but can’t transfer ownership or remove access. </div>
<p>When you share a dashboard with a user, you can designate them as a <strong>viewer </strong>or <strong>editor</strong>, transfer ownership or remove access. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%204.jpg" alt=""></figure>
<p><strong>Insights viewers</strong></p>
<p style="text-align: justify">Shared dashboards set to <strong><strong>”</strong>view-only<strong>”</strong></strong> can’t be updated by non-owners. If any changes are made to the reports, they can be saved as a new report and added to your personal dashboard.</p>
<p style="text-align: justify">The quick filters are still available and specific to the user, meaning you can apply quick filters even when you‘re not the owner.</p>
<p style="text-align: justify">As a viewer of a report, users <strong>can‘t</strong>:</p>
<ul><li>Add reports to the shared dashboard</li><li>Remove reports from the dashboard</li><li>Add shared reports to other dashboards</li><li>Share the dashboards and reports with other users</li></ul>
<p>Performing these actions requires <strong>editing</strong> access for Insights. <strong><br></strong></p>
<div class="support-note success primary"><strong>Note: </strong>You’ll receive an email notification when a dashboard is shared with you. </div>
<hr>
<h2 style="text-align: justify">
<a name="sharing-dashboards-externally"></a>Sharing dashboards externally</h2>
<div class="support-note success primary"><strong>Note:</strong> This feature is available in all plans. Creating shareable links is only available by default to admin users. To allow non-admin users to create links, go to <strong>Settings &gt; Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a></strong>, and enable the <strong><strong>”</strong></strong><strong><strong>Share Insights dashboards as public links</strong></strong><strong><strong>” </strong></strong>permission<strong><strong><strong><strong>.</strong></strong></strong></strong></div>
<p style="text-align: justify">To create a shareable link for your Insights dashboard, select a dashboard then click <strong>Share &gt; Share as public link &gt; </strong><strong>Get link</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%207.jpg" alt=""></figure>
<p>You can then copy the link to your clipboard and send it to anyone interested in how you and your team are doing.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%203.jpg" alt=""></figure>
<p style="text-align: justify">Once the non-Pipedrive users open the link, they can view the dashboard. </p>
<div class="support-note success primary"><strong>Note: </strong>The shared dashboard is updated in live time as the data in your dashboard is updated. The public page is updated after two minutes and a full page reload is done every hour.</div>
<p style="text-align: justify"> </p>
<p style="text-align: justify">
<strong><a name="C2IamCs"></a>How can I manage viewer access?</strong></p>
<p style="text-align: justify">If you want to share the same dashboard with multiple different viewers, you can create multiple links by clicking on <strong>“Add new link” </strong>under the existing links.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%209.jpg" alt=""></figure>
<p style="text-align: justify">For example, if you want to share the same dashboard with your managers and clients, you can create two separate links and name them accordingly.</p>
<p>Click the <strong>pencil icon</strong> to rename your link.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%208.jpg" alt=""></figure>
<p style="text-align: justify">This way, if you want to revoke access for one group, you can do so while still keeping the other link active for your other group.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>To delete a dashboard link and revoke access for whoever has that link, click on the <strong>trash can </strong>icon next to the link. 
</div>
<hr>
<p style="text-align: justify"> </p>
<h2 style="text-align: justify">Reassigning dashboards and reports<a name="reassigning-dashboards-and-reports"></a></h2>
<p style="text-align: justify">To reassign a dashboard or report to a different user in your account, click <strong>Share &gt; dropdown menu &gt; Transfer ownership.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%2010.jpg" alt=""></figure>
<p style="text-align: justify">Once you have confirmed and clicked <strong>”Save,“</strong> you‘ll see a dialogue box asking you to verify the ownership transfer: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/shared%20dash%2011.jpg" alt=""></figure>
<p style="text-align: justify">And after clicking <strong>Transfer</strong>, the dashboard will be owned by the selected user and they‘ll receive an email, notifying them of the transfer.</p>
<div class="support-note success primary"><strong>Note: </strong>After transfer confirmation, the previous owner can find the dashboard under the <strong>“Shared with me”</strong> section in <strong>Dashboards</strong>. Reports that are added to this dashboard will be visible under the <strong>“Shared with me”</strong> section in <strong>Reports.</strong><br></div>
<hr>
<h2>Update intervals<a name="update-intervals"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>When a user changes the update intervals for a dashboard, those changes are applied to every dashboard link created by that user.</div>
<p>To change the update intervals for a shared dashboard, two conditions must be met: </p>
<ul><li>You have to be the creator of the dashboard link</li><li>The link has to be opened in the browser it was created in</li></ul>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/dashboard%20live%20updates.jpg" alt=""></figure>
<p>If a different user opens the link, they’ll see the default update interval (one hour.) </p>

Shareable Insights

sharing-dashboards-with-other-users

Sharing dashboards with other users

sharing-dashboards-externally

Sharing dashboards externally

reassigning-dashboards-and-reports

Reassigning dashboards and reports

update-intervals

Update intervals

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">The <a href="https://support.pipedrive.com/en/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a><strong> deal progress</strong> report lets you see the movement of your deals through stages in a specified time frame, to show how well your deals have been progressing through your sales cycle.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-your-progress-report"></a>Creating your progress report </h2>
<p style="text-align: justify">To create a deal progress report, go to <a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"><strong>Insights</strong></a> then click <strong>”+“ &gt; Deal &gt; Progress. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-progress-report"></a>Viewing your progress report</h2>
<div class="support-note success primary"><strong>Note: </strong>Progress reports use the most recent updates to deal stages, meaning if a deal is moved from Stage 2 back to Stage 1, the deal is represented in Stage 1. </div>
<p style="text-align: justify">The progress report by default shows the following filters:</p>
<ul>
<li><strong>Date of entering stage &gt; is &gt; this year</strong></li>
<li><strong>Pipeline &gt; is &gt; [your default pipeline]</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%202.jpg" alt=""></figure>
<p style="text-align: justify">You can always adjust or add <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filters</a> according to the data you want to see, but the <strong>d</strong><strong>ate of entering stage</strong> condition is locked in since it‘s needed to assess deal progress.<strong><br></strong> </p>
<p style="text-align: justify"><strong>How is deal progress measured?</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Winning a deal doesn’t affect deal progress results in the stages that were skipped. </div>
<p style="text-align: justify">If you measure by the <strong>number of deals</strong>, you’ll see the number of deals that have entered each stage in the timeframe selected. <br></p>
<p style="text-align: justify">Hovering over each column will show the breakdown of the field you have chosen to segment by.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%203.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The entered stage deal count also includes deals that have skipped that stage while moving on to a future stage. For example, if a deal has moved from <strong>stage two</strong> directly to <strong>stage five</strong> in the time frame selected, it will show as having entered stages three, four and five. </div>
<hr>
<h2 style="text-align: justify">
<a name="customizing-your-progress-report"></a>Customizing your progress report</h2>
<p style="text-align: justify">Insights reports offer three metrics you can use to display your data in charts: <strong>measure by, view by </strong>and<strong> segment by. </strong></p>
<p style="text-align: justify"><strong>Measure by (Y-axis)</strong></p>
<p style="text-align: justify">You can choose the field you want to measure your deals by on the left-hand side of the chart.</p>
<ul>
<li><strong>Deal value </strong></li>
<li><strong>Deal weighted value</strong></li>
<li><strong>Number of deals</strong></li>
<li><strong>Any numerical or monetary <a href="https://support.pipedrive.com/en/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a></strong></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>View by (X-axis)</strong></p>
<p style="text-align: justify">The <strong>v</strong><strong>iew by</strong> tab lets you group your data by a specific field, including default, date and specific custom field types: </p>
<ul>
<li><strong>User</strong></li>
<li><strong>Date</strong></li>
<li><strong>Single option</strong></li>
<li><strong>Multiple option</strong></li>
<li><strong>Organization</strong></li>
<li><strong>Person</strong></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%206.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Segment by</strong><br></p>
<div class="support-note success primary"><strong>Note: </strong>If you choose to view by <strong>s</strong><strong>tage entered</strong>, no segment is applied.</div>
<p style="text-align: justify">This tab is locked into <strong>s</strong><strong>tage entered</strong> to show the breakdown by stage. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20progress%205.jpg" alt=""></figure>
<p style="text-align: justify">Once you’ve finished creating your activity report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>.<br></p>

Insights reports: deal progress

creating-your-progress-report

Creating your progress report

viewing-your-progress-report

Viewing your progress report

customizing-your-progress-report

Customizing your progress report

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on your plan. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">The <strong>deal performance report</strong> gives you an overview of how many deals were started, won and lost in your Pipedrive account.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-your-performance-report"></a>Creating your performance report</h2>
<p style="text-align: justify">To create a deal performance report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"></a> and click <strong>“+” &gt; Report &gt; Deal &gt; Performance.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-performance-report"></a>Viewing your performance report </h2>
<p style="text-align: justify">There are three sections in your performance report that let you see and edit the report’s data: <strong>filter view, visual builder </strong>and <strong>table view. </strong></p>
<p style="text-align: justify"><strong>Filter view</strong></p><div class="support-note success primary"><strong>Note: </strong>The default filter for a deal performance report is <strong>Deal created &gt; is &gt; this year.</strong></div>
<p style="text-align: justify">The filtering section lets you refine the data you want represented in your report. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%202.jpg" alt=""></figure>

<p style="text-align: justify"><strong>Visual builder</strong><br></p>
<p style="text-align: justify">Below your filters is the visual builder, where you can visualize your data using charts. <br></p>
<p style="text-align: justify">You can choose from five different chart types: </p>
<ul><li><strong>Column chart</strong></li><li><strong>Bar chart</strong></li><li><strong>Pie chart</strong></li><li><strong>Scoreboard</strong></li><li><strong>Table </strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%206.jpg" alt=""></figure>
<p style="text-align: justify">You can also hover over any of the columns in your chart to see a summary of that column’s data. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%205.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Table view</strong><br></p>
<p style="text-align: justify">Below the visual builder is the <strong>table view</strong>, where you can see your report’s data in a simple list view format. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%207.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Editing your performance report<a name="editing-your-performance-report"></a></h2>
<p style="text-align: justify">Each section of your performance report offers ways to adjust the data in the report or the way it’s presented. </p>
<p style="text-align: justify"><strong>Filter view</strong></p>
<p style="text-align: justify">You can add new filters to your report by clicking the <strong>”+“ </strong>in your filter view, or remove a filter by hovering over it and clicking the <strong>trash can </strong>icon. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%203.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Visual builder</strong><br></p>
<p style="text-align: justify">You can change the field data present in your chart using the <strong>view by, measure by </strong>and <strong>segment by</strong> options. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%204.jpg" alt=""></figure>
<p style="text-align: justify">You can also click the <strong>”...“ </strong>in the top right corner to customize the colors in your chart or change the number of visible columns. </p>
<p style="text-align: justify"><strong>Table view</strong></p>
<p style="text-align: justify">You can drag the column headers in your table view to change their order, or click the <strong>gear icon</strong> in the top right corner to change which fields are visible. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20perf%208.jpg" alt=""></figure>
<p style="text-align: justify">Once you're finished adding the details to your report, you can add it to your <a href="https://support.pipedrive.com/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>. </p>

Insights reports: deal performance

creating-your-performance-report

Creating your performance report

viewing-your-performance-report

Viewing your performance report

editing-your-performance-report

Editing your performance report

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">The <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> <strong>deal conversion report </strong>lets you see how often your deals are being won or lost, so you know where your sales process is succeeding, and where it could use improvement. <br></p>
<hr>
<h2 style="text-align: justify">Creating a deal conversion report <a name="creating-a-deal-conversion-report"></a></h2>
<p style="text-align: justify">To create this report, go to your <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong> and click <strong>”+“ &gt; Report &gt; Deal &gt; Conversion. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%201.jpg" alt=""></figure>
<p style="text-align: justify">Insights conversion reporting is divided into two types of reports:</p>
<ul><li><strong>Funnel conversion reports</strong> let you view your deal conversion rate between stages in your pipeline.</li><li><strong>Win/loss conversion reports</strong> allow you to see the overall deal win and loss rates for various groups such as owner, organization and time periods.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%202.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="funnel-conversion"></a>
Funnel conversion</h2>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>Deals marked as <strong>“Won” </strong>in an early stage are displayed in the report as being present through all stages of the pipeline.</div>
<p style="text-align: justify">The funnel conversion report has three default filters: <br></p>
<ul><li><strong>Pipeline &gt; is &gt; [default pipeline]</strong></li><li><strong>Deal created &gt; is &gt; this year</strong></li><li><strong>Status &gt; is any of &gt; Won/Lost</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%203.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Viewing your funnel conversion report</strong><br></p>
<div class="support-note success primary"><strong>Note: </strong>With the default filters, your conversion report <strong>won’t</strong> show your win/loss rate compared to the <strong>total</strong> number of deals in that pipeline. For this measure, use the filter <strong>Status &gt; is any of &gt; Won/Lost/Open.</strong><br></div>
<p style="text-align: justify">Your funnel conversion report displays your overall <strong>win rate</strong>. This is the percentage of deals that you have won or lost within your filter parameters. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%204.jpg" alt=""></figure>
<p style="text-align: justify">Below the win rate is a breakdown of the number of deals you should win to maintain your current rate. </p>
<div class="support-note success primary"><strong>Note: </strong>This statistic will only show when<strong> “Number of deals”</strong> is chosen as your <strong>measure by</strong> field.</div>
<p style="text-align: justify">Each bar in your conversion chart shows the number of deals that have passed through that stage, and the conversion rate by percent. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%206.jpg" alt=""></figure>
<p style="text-align: justify"><br><strong>Editing or deleting your funnel conversion report<br></strong></p>
<div class="support-note success primary"><strong>Note: </strong>The <strong>pipeline &gt; is </strong>condition can’t be removed since a pipeline is required to see deal conversion rates. </div>
<p style="text-align: justify">When your report is generated it will have default <a href="https://support.pipedrive.com/en/article/filtering" target="_blank" rel="noreferrer noopener">filters</a>. You can edit the default filters or add your own conditions using the <strong>”+“ </strong>in the bottom left corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%205.jpg" alt=""></figure>
<p style="text-align: justify"><strong>View by (X-axis) </strong><br></p>
<p style="text-align: justify">The X-axis shows all of the stages in your pipeline by default, so you can view the conversion of your deals from each stage to the next. You can click on any stage listed there to remove it from your report. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%207.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify"><strong>Measure by (Y-axis) </strong><br></p>
<p style="text-align: justify">The Y-axis is set to <strong>number of deals </strong>by default, but you can also select <strong>deal weighted value</strong> or <strong>deal value. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%208.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Deleting your report</strong><br></p>
<p style="text-align: justify">If you’ve already saved your report, you can delete it by clicking <strong>”...“ &gt; Delete</strong> in the top right corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%209.jpg" alt=""></figure>
<hr>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<h2 style="text-align: justify">Win/loss Conversion<a name="win-loss-conversion"></a></h2>
<p style="text-align: justify">The <strong>win/loss conversion</strong> report displays your win/loss ratio regardless of the pipeline.</p>
<p style="text-align: justify"><strong>Creating a win/loss conversion report</strong></p>
<p style="text-align: justify">When you create your conversion report, select <strong>”Win/loss“</strong> at the top of the screen. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2010.jpg" alt=""></figure>
<p style="text-align: justify">The default filters for a Win/loss conversion report are: </p>
<ul><li><strong>Deal created &gt; is &gt; This year</strong></li><li><strong>Status &gt; is any of &gt; Won/Lost</strong></li></ul>
<p style="text-align: justify"><strong>Viewing your Win/loss conversion report </strong></p>
<div class="support-note success primary"><strong>Note</strong>: You’ll need the <strong>Status &gt; is any of &gt; Won/lost</strong> filter for this report to show as expected. <br></div>
<p style="text-align: justify">In this report, you can view both your win and loss rates on the same graph, and hover your cursor over the chart to see a breakdown of the win/loss ratio.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2011.jpg" alt=""></figure>
<p style="text-align: justify"><strong>View by (X-axis)</strong><br></p>
<p style="text-align: justify">By default this is set to <strong>owner</strong>, but you can change it to any of the listed filters, as well as custom fields. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2012.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Conversion (Y-axis)</strong><br></p>
<p style="text-align: justify">The Y-axis is set to <strong>number of deals </strong>by default, but you can also select <strong>deal weighted value</strong> or <strong>deal value. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2013.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Table view</strong><br></p>
<p style="text-align: justify">Below your chart, you also have a table where you can see your data by <strong>deals</strong> or <strong>summary</strong>:</p>
<ul>
<li>
<strong>Deals</strong> view gives you a detailed list of all of the deals in your graph. </li>
<li>
<strong>Summary</strong> view shows information based on the field selected on the X-axis of your chart.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2014.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Editing your win/loss conversion report</strong></p>
<p style="text-align: justify">You can add new filters to your conversion report by clicking the <strong>”+“</strong> in the bottom left corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2015.jpg" alt=""></figure>
<p style="text-align: justify">For example, you can add <strong>open deals</strong> to the <strong>status </strong>filter, so you can see the percentage of deals being closed as well as the ratio of wins and losses. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2016.jpg" alt=""></figure>
<p style="text-align: justify">In this case, the <strong>total close rate</strong> for deals owned by Steven in the specified time period <strong>is 36%</strong> (27% + 9%.) </p>
<div class="support-note success primary"><strong>Note: </strong>When editing the filter for your report, you can use default fields or <a href="https://support.pipedrive.com/en/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a> to add filter conditions. <br></div>
<p style="text-align: justify">You can also change the <strong>view by (X-axis) </strong>and <strong>conversion (Y-axis)</strong> fields in your chart to alter how your data looks. </p>
<p style="text-align: justify">For example, in this report the <strong>view by</strong> field has been changed to <strong>pipeline, </strong>so you can see how effective each pipeline has been at converting deals into wins. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2017.jpg" alt=""></figure>
<p style="text-align: justify">If you want to change the visible fields in the table view of your report, click the <strong>gear icon</strong> on the right. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20con%2018.jpg" alt=""></figure>
<p style="text-align: justify">Once you’ve finished creating your deal conversion report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>. </p>

Insights reports: deal conversion

creating-a-deal-conversion-report

Creating a deal conversion report

funnel-conversion

Funnel conversion

win-loss-conversion

Win/loss Conversion

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p>Pipedrive’s <a href="https://support.pipedrive.com/en/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> <strong>deal duration report </strong>shows the average time it takes a deal to make it through your pipeline. </p>
<p>This information lets your team see where your sales are slowing down, so you can make improvements and speed up your sales process.</p>
<hr>
<h2>
<a name="creating-your-deal-duration-report"></a>Creating your deal duration report</h2>
<p>To create a deal duration report, go to <a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"><strong>Insights</strong></a> and click <strong>“+“</strong><strong> &gt;</strong> <strong>Deal &gt; </strong><strong>Duration</strong>.<br> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%201.jpg" alt=""></figure>
<hr>
<h2>
<a name="viewing-your-deal-duration-report"></a>Viewing your deal duration report</h2>
<div class="support-note success primary"><strong>Note: </strong>The deal duration report is always measured in <strong>days</strong>.</div>
<p> The duration report has the following filter conditions by default. </p>
<ul>
<li><strong>Deal created &gt; is &gt; this year </strong></li>
<li><strong>Pipeline &gt; is &gt; [your default pipeline]</strong></li>
<li><strong>Status &gt; is any of &gt; lost or won <br></strong></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%202.jpg" alt=""></figure>
<p>However, you can always adjust the filters to reflect the data you want to see. </p>
<div class="support-note success primary"> <strong>Note: </strong>It‘s recommended you view results by won or lost deals, but you can also add open deals to your filter conditions. For a detailed guide to filtering your data, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p> <strong><br>Average sales cycle </strong></p>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>This calculation does not take into account the time spent in stages that are now deleted.</div>
<p>You’ll see the average amount of time it takes for a deal to go through your sales cycle at the top of the report. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%203.jpg" alt=""></figure>
<p>This number is calculated by dividing the total amount of time your deals have spent in all stages by the total number of deals generated by your filter. </p>
<p><strong>Report columns</strong></p>
<div class="support-note success primary"><strong>Note: </strong>The default <strong>view by</strong> field is <strong>Stage entered. </strong></div>
<p>The columns in the report reflect the breakdown of your average sales cycle by days according to what you’ve selected to view on the <strong>X-axis.</strong><strong> </strong><strong><br></strong><br> By hovering over a column in the graph, you’ll see the number of deals that contributed to the average time in each stage. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%204.jpg" alt=""></figure>
<p><strong>Table view</strong><br></p>
<p>At the bottom of the page, you also have a table containing a breakdown of the deals displayed in the report along with the information from their respective fields. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Click the <strong>gear icon</strong> in the top right corner to adjust the table view columns. <br></div>
<hr>
<h2>
<a name="customizing-your-deal-duration-report"></a>Customizing your deal duration report </h2>
<div class="support-note success primary"><strong>Note: </strong>If the report includes open deals from filters, the graph will show the average time in <strong>stage</strong>. If the report doesn’t include open deals from filters, the graph will show the average time in <strong>pipeline</strong>.<br></div>
<p>The data you see in your report can be adjusted using two different methods. </p>
<p><strong>Filters</strong><br></p>
<p>You can edit the existing filters or click the <strong>”+“ </strong>to add an additional condition. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%206.jpg" alt=""></figure>
<p>You can also hover your cursor over a condition and click the <strong>trash can</strong> icon to remove it. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%208.jpg" alt=""></figure>
<p><strong>Report columns</strong><br></p>
<p>In your report, the <strong>v</strong><strong>iew by</strong> option (X-axis) will have <strong>Stage entered </strong>selected by default, but you can choose to view your report by various default Pipedrive fields as well as any custom fields of the following types:</p>
<ul>
<li><strong>Users</strong></li>
<li><strong>Date</strong></li>
<li><strong>Single option</strong></li>
<li><strong>Multiple option</strong></li>
<li><strong>Organization</strong></li>
<li>
<strong>Person</strong> </li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%209.jpg" alt=""></figure>
<p>For example, here the report columns are being viewed by the linked contact person. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duration%207.jpg" alt=""></figure>
<p>Once you’ve finished creating your report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>. </p>

Insights reports: deal duration

creating-your-deal-duration-report

Creating your deal duration report

viewing-your-deal-duration-report

Viewing your deal duration report

customizing-your-deal-duration-report

Customizing your deal duration report

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p>Emails are one of the most important activities for salespeople, whether it's sending an introductory email, following up with a customer, or closing an essential deal. </p>
<p>To track this, you can create an <strong><a href="https://support.pipedrive.com/en/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> emails performance</strong> report. Any emails sent or received using our <a href="https://support.pipedrive.com/en/article/email-sync" target="_blank" rel="noreferrer noopener"><strong>email sync</strong></a> or <a href="https://support.pipedrive.com/en/article/smart-email-bcc" target="_blank" rel="noreferrer noopener"><strong>Smart Bcc</strong></a> can be tracked in this report.</p>
<hr>
<h2>
<a name="creating-your-emails-performance-report"></a>Creating your emails performance report</h2>
<p>To create the<strong> </strong>report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong> and click <strong>“+”&gt; Report &gt; Activity &gt; Emails performance. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%201_2023-10-11-193503_btcj.jpg" alt=""></figure>
<hr>
<h2>
<a name="viewing-your-emails-performance-report"></a>Viewing your emails performance report</h2>
<p>Your emails performance report has three viewable sections: the <strong>filters</strong>, <strong>chart </strong>and <strong>table view. </strong></p>
<p><strong>Filters </strong></p>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>By default, your emails performance report filter is set to <strong>sent/received time &gt; is.</strong> This filter can’t be removed, but you can change the time frame.</div>
<p>At the top of your report, you can see your existing data filters and add new ones using <strong>”+“</strong> in the bottom left corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%202_2023-10-11-193507_cuvs.jpg" alt=""></figure>
<p><strong>Chart</strong><br></p>
<p>Below your filters is the chart section, where you can see a visual representation of your data.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%203.jpg" alt=""></figure>
<p>You can hover over any of the chart columns to see a breakdown of the data contained there. </p>
<div class="support-note success primary"><strong>Note: </strong>Click the <strong>”...“ </strong> in the top right corner to change your column colors and number of visible columns.</div>
<p><strong>Table view</strong></p>
<p>At the bottom of the page is the table view, where you can view your emails individually using a spreadsheet layout, or see a summary of the data contained in your report. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%205.jpg" alt=""></figure>

<hr>
<h2>
<a name="customizing-your-emails-performance-report"></a>Customizing your emails performance report</h2>
<div class="support-note success primary"><strong>Note: </strong>Emails performance charts can‘t be visualized using custom fields. <br></div>
<p> Customizing your <strong>emails performance report</strong> gives you a multitude of options for visualizing your report’s data. </p>
<p>There are three metrics you can use to alter the appearance and data in your charts: <strong>view by, measure by </strong>and <strong>segment by. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%204.jpg" alt=""></figure>
<p><strong>View by (X-axis)</strong></p>
<p>The<strong> view by </strong>section dictates how your columns are separated in the chart. For example, this chart is divided into four <strong>sent/received time </strong>columns, one for each <strong>quarter</strong> in the year 2023. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%207.jpg" alt=""></figure>
<p><strong>Measure by (y-axis)</strong></p>
<div class="support-note success primary"><strong>Note: </strong>The default field used in the <strong>measure by</strong> section is <strong>number of emails</strong>.</div>
<p>The <strong>measure by</strong> section represents the data being counted vertically in each column. There are two available fields you can use for this: </p>
<ul><li><strong>Average reply duration in minutes</strong></li><li><strong>Number of emails</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%208.jpg" alt=""></figure>
<p><strong>Segment by</strong></p>
<p>The <strong>segment by</strong> section is represented by the coloration within each column. For example, in this chart the two colors (green and brown) show the emails sent by two different users. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/emails%20perf%20001.jpg" alt=""></figure>
<p>There are six available fields you can use to segment your emails performance chart: </p>
<ul><li><strong>Email direction</strong></li><li><strong>Link tracking</strong></li><li><strong>Open tracking</strong></li><li><strong>Reply tracking</strong></li><li><strong>Team</strong></li><li><strong>User</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%209.jpg" alt=""></figure>
<p>You can also choose <strong>”none“</strong> as your segment by option, in which case your columns will all appear the same color. </p>
<p>You can choose the color of your columns, as well as the number of columns displayed, by clicking the <strong>”...“</strong> in the top right corner of your chart. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%206.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Once you’ve created your emails performance report and clicked <strong>”save,“</strong> you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>. </div>
<hr>
<h2>Reply tracking<a name="reply-tracking"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Reply information is only stored for emails that were sent/received after February 2023. Older information can be gathered by disconnecting and reconnecting your email sync.<br></div>
<p>You can use the <strong>reply tracking</strong> fields to see a variety of metrics like if or when emails were opened and replied to.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%2010.jpg" alt=""></figure>
<p>You can find reply tracking fields in the following locations: </p>
<table><tbody><tr><td><strong>Field name</strong></td><td><strong>Field location</strong></td><td><strong>Question answered by the field</strong></td></tr><tr><td><strong>Reply tracking</strong></td><td>Filter, segment, view by and table view sections</td><td>Did the recipient reply to my email?</td></tr><tr><td><strong>Reply time (tracking)</strong></td><td>Filter, view by and table view sections</td><td>When did they reply to my email?</td></tr><tr><td><strong>Reply duration (minutes)</strong></td><td>Filter, view by and table view sections</td><td>How long did it take after they received my email to reply?</td></tr></tbody></table>
<p>If you’re in the table view, you can click the <strong>gear icon</strong> to change the visible fields and see which ones are available. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%2011.jpg" alt=""></figure>
<p><br>For example, in this chart the <strong>view by</strong> field is <strong>reply tracking</strong>, and the columns show emails that have and haven’t been replied to. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20perf%2012.jpg" alt=""></figure>
<p>You can gather from this report that the majority of emails being sent out are <strong>not</strong> receiving replies. This information can be useful in deciding whether a different emailing strategy is necessary. </p>
<div class="support-note success primary"><strong>Note: </strong>For more information about how email tracking works in Pipedrive, check out <a href="https://support.pipedrive.com/article/email-tracking" target="_blank" rel="noreferrer noopener">this article. </a></div>

Insights reports: emails performance

creating-your-emails-performance-report

Creating your emails performance report

viewing-your-emails-performance-report

Viewing your emails performance report

customizing-your-emails-performance-report

Customizing your emails performance report

reply-tracking

Reply tracking

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on your plan. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/en/article/activities" target="_blank" rel="noreferrer noopener">Activities</a> are an essential part of sales since they represent every action your team takes toward closing out a deal.</p>
<p style="text-align: justify">With <strong>activities performance</strong> reports from <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a>, you can follow the progress of your activities and know if you’re on track with your everyday tasks.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-your-activities-performance-report"></a>Creating your activities performance report</h2>
<p style="text-align: justify">To create an activity performance report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong> and click <strong>“+” &gt; Report &gt; Activity &gt; Activities performance.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-activities-performance-report"></a>Viewing your activities performance report</h2>
<p style="text-align: justify">There are three sections in your performance report that can be used to view your data. </p>
<p style="text-align: justify"><strong>Filter view</strong></p>
<p style="text-align: justify">The default filter for your activities performance report is <strong>Add time &gt; is &gt; this month</strong>, but filters can be added or edited. </p>
<p style="text-align: justify">For example, here the filter has been changed to show all activities added this year. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%202.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify"><strong>Visual builder</strong><br></p>
<p style="text-align: justify">Here you can see your data visualized through charts. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%204.jpg" alt=""></figure>
<p style="text-align: justify">Hover your cursor over any column in your chart to see an overview of the data contained there. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%208.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Table view</strong><br></p>
<p style="text-align: justify">At the bottom of the page is the table view, where you can see your data in a spreadsheet format, or click <strong>”Summary“</strong> for a general overview of the data in your report. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%206.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="customizing-your-activities-performance-report"></a>Customizing your activities performance report </h2>
<div class="support-note success primary"><strong>Note:</strong> Measuring by duration is always calculated in hours.</div>
<p style="text-align: justify">Each section of your activities performance report can be customized to show the exact data you’re looking for. </p>
<p style="text-align: justify"><strong>Filter view</strong></p>
<p style="text-align: justify">You can add filters to your report by clicking the green <strong>”+,“ </strong>or remove a filter by hovering your cursor over it and clicking the <strong>trash can</strong> icon.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%2011.jpg" alt=""></figure>
<p style="text-align: justify"><br><strong>Visual builder</strong><strong><br></strong></p>
<p style="text-align: justify">You can use the <strong>view by, measure by </strong>and <strong>segment by </strong>fields to change the way your data is visualized.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%205.jpg" alt=""></figure>
<p style="text-align: justify">You can also change the number of visible columns, as well as their colors, by clicking the <strong>”...” </strong>in the top right corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%207.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Table view</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Click <strong>”Export“ </strong>to download a spreadsheet with your report’s data onto your device. For more information about exporting your Insights data, check out <a href="https://support.pipedrive.com/article/exporting-data-from-insights" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">You can click the <strong>gear icon</strong> in the top right corner of your table view to change the visible columns there. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20perf%2010.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Supported activity fields<a name="supported-activity-fields"></a></h2>
<p style="text-align: justify">Here are the supported <strong>activity fields</strong> for activities performance reports.</p>

<table><tbody><tr><td><div style="text-align: justify"><strong>Activity type</strong></div></td><td><div style="text-align: justify"><strong>Filters</strong></div></td><td><div style="text-align: justify"><strong>Visual Builder</strong></div></td><td><div style="text-align: justify"><strong>Table</strong></div></td></tr><tr><td><div style="text-align: justify">Duration (minutes)</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Number of activities</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify"></div></td></tr><tr><td><div style="text-align: justify">Pipeline</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Team</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Add time</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Due time</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Last notification time</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Marked as done time</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Update time</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Assigned to user</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Creator</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Type of activity</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Free/Busy</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Deal</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Contact person</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Organization</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Status</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Subject</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">ID</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Once you’ve finished creating your activity report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>.<br></div>

Insights reports: activities performance

creating-your-activities-performance-report

Creating your activities performance report

viewing-your-activities-performance-report

Viewing your activities performance report

customizing-your-activities-performance-report

Customizing your activities performance report

supported-activity-fields

Supported activity fields

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The Insights Revenue forecast report is only available on our <strong>Professional </strong>and higher plans. The number of Insights reports you can have depends on which plan you’re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">Pipedrive's <strong>Insights Revenue forecast report</strong> enables you to estimate your future revenue, so you can better understand what deals have been closed, and what deals need to be closed. </p>
<p style="text-align: justify">This lets you plan out your time while having an accurate estimate of the future resources available to you.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-your-revenue-forecast-report"></a>Creating your Revenue forecast report</h2>
<p style="text-align: justify">To create your Revenue forecast report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"></a> and click <strong>“+” </strong><strong>&gt; Report &gt; Forecast and subscription</strong><strong> &gt; </strong><strong>Revenue forecast</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-revenue-forecast-report"></a>Viewing your Revenue forecast report</h2>
<div class="support-note success primary"><strong>Note</strong>: The revenue forecast report is shown by the total value of open and won deals. Open deals are shown by the <strong>expected close date</strong>; won deals are shown by the <strong>won time</strong>.</div>
<p style="text-align: justify">The Revenue forecast report has the following default filter conditions:</p>
<ul>
<li><strong>Forecast period &gt; is </strong></li>
<li><strong>Status &gt; is </strong></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%202.jpg" alt=""></figure>
<p style="text-align: justify">These filters can’t be removed, but you can edit the time period and which statuses are filtered for. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%203.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Keeping the default <strong>status</strong><strong> </strong>filter means that all of your gained and predicted revenue is taken into account.</div>
<p style="text-align: justify">Hover over a column in your report to see a breakdown of your existing and predicted revenue.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Cumulative forecast</strong></p>
<p style="text-align: justify">When viewing your cumulative forecast, the amount of revenue generated/predicted is included in each bar in the report, showing the accumulated revenue throughout the selected timeframe. </p>
<ul>
<li>
<strong>Open deals –</strong> take the <strong>expected close date</strong> into account.</li>
<li>
<strong>Won deals –</strong> take into account <strong>deal won time </strong>
</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%206.jpg" alt=""></figure>
<p style="text-align: justify"><br><strong><br>Regular (non-cumulative) forecast</strong></p>
<p style="text-align: justify">In the <strong>view by (X-axis) </strong>filter, select <strong>”</strong><strong>Forecast“ </strong>to view your report non-cumulatively. This shows your generated and expected revenue, segmented by the time frame your <strong>view by</strong> filter is set to. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="customizing-your-revenue-forecast-report"></a>Customizing your Revenue forecast report</h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You are unable to view <strong>lost deals</strong> in this report.</div>
<p style="text-align: justify">The deals you see in your reports can be adjusted in the filtering section at the top of the report. You can edit the existing filters, or click the <strong>”+“</strong> to add a new filter. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%207.jpg" alt=""></figure>
<p style="text-align: justify">The <strong>view by</strong> <strong>(X-axis)</strong> filter is set to <strong>Cumulative forecast &gt; Monthly</strong> by default, but you can change the time frame or choose <strong>forecast</strong> rather than <strong>cumulative forecast. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%208.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The available time periods in the <strong>view by</strong> section are limited based on the <strong>forecast period </strong>filter applied to the report. For example, if you filter for a certain <strong>year</strong>, you can‘t <strong>view by</strong> day. <br></div>
<p style="text-align: justify">The <strong>m</strong><strong>easured by (Y-axis)</strong> option lets you choose between viewing your <strong>deal value</strong>,<strong> deal weighted value</strong> or a <strong><a href="https://support.pipedrive.com/en/article/custom-fields" target="_blank" rel="noreferrer noopener">custom monetary field</a></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%20.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Your weighted probability takes into account the <a href="https://support.pipedrive.com/en/article/how-can-i-set-stage-probability" target="_blank" rel="noreferrer noopener">stage probability</a> or <a href="https://support.pipedrive.com/en/article/how-can-i-set-deal-probability" target="_blank" rel="noreferrer noopener">deal probability</a> you have set.</div>
<p>You can also change the visible fields in your table view by clicking the <strong>gear icon.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/rev%20for%2010.jpg" alt=""></figure>

Insights reports: Revenue forecast

creating-your-revenue-forecast-report

Creating your Revenue forecast report

viewing-your-revenue-forecast-report

Viewing your Revenue forecast report

customizing-your-revenue-forecast-report

Customizing your Revenue forecast report

<div class="support-note success primary"><strong><strong>Note:</strong> </strong>The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p><strong>Insights</strong> <strong>reports</strong> let you create a visual representation of your sales performance in Pipedrive. </p>
<p>There are different types of reports that you can create using Pipedrive’s <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights feature</a>, giving you a better understanding of your team’s performance. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%201_2023-10-05-151537_bepj.jpg" alt=""></figure>
<hr>
<h2>Activity reports<a name="activity-reports"></a></h2>
<p><a href="https://support.pipedrive.com/en/article/insights-reports-activities-performance" target="_blank" rel="noreferrer noopener"><strong>Activities performance</strong></a><a href="https://support.pipedrive.com/en/article/insights-reports-activities-performance" target="_blank" rel="noreferrer noopener"><strong><br></strong></a>The Insights activities performance report tracks the progress of activities you and your team have made.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%202.jpg" alt=""></figure>
<p><br><strong><a href="https://support.pipedrive.com/en/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">Emails performance<br></a></strong>Track the performance of all emails sent or received using our <a href="https://support.pipedrive.com/en/article/email-sync" target="_blank" rel="noreferrer noopener">email sync</a> or <a href="https://support.pipedrive.com/en/article/smart-email-bcc" target="_blank" rel="noreferrer noopener">Smart Bcc</a> features.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%203.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> To allow regular users to see the company’s/other users’ data, you can go to <strong>Settings &gt; Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a> &gt; Regular user</strong> and enable the permissions “<strong>See other users,”</strong> “<strong>See company’s statistics,”</strong> and “<strong>See other users’ statistics.”</strong> Learn more about Insights visibility and permissions in <a href="https://support.pipedrive.com/article/insights-visibility-permissions" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<hr>
<h2>Campaign reports<a name="campaign-reports"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Pipedrive's Campaigns feature is a paid add-on, and you can learn more about it from <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p><strong><a href="https://support.pipedrive.com/en/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">Campaign performance</a></strong><br>The campaign performance report shows how your campaigns are performing, and can be measured using tracking and deliverability fields. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%204.jpg" alt=""></figure>
<p><strong><a href="https://support.pipedrive.com/article/campaigns-insights-conversion-reports" target="_blank" rel="noreferrer noopener">Campaign conversion</a></strong>
<br></p>
<p>The campaign conversion report can show a variety of deliverability stats, including open, clicked and “reported as spam” rates.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>For a detailed guide about Campaigns insights, check out <a href="https://support.pipedrive.com/article/campaigns-insights" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<hr>
<h2><a href="https://support.pipedrive.com/article/insights-contacts" target="_blank" rel="noreferrer noopener" name="contact-reports">Contact reports</a></h2>
<p style="text-align: justify"><strong>People </strong><br></p>
<p style="text-align: justify">Use Insights reports to visualize statistics about your people contacts, including people-specific fields (e.g. birthday, last email received.) </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%206.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Organizations<br></strong></p>
<p style="text-align: justify">Track changes and developments with your organizations using charts and data graphs. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%207.jpg" alt=""></figure>
<hr>
<h2>Lead reports<a name="lead-reports"></a></h2>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-lead-performance" target="_blank" rel="noreferrer noopener">Lead performance</a></strong><br>The lead performance report gives you a way to see leads measured by their status, source and other fields. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%208.jpg" alt=""></figure>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-lead-conversion" target="_blank" rel="noreferrer noopener">Lead conversion</a></strong><br>The lead conversion report is a great way to see which leads are being converted into deals, and how often. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%209.jpg" alt=""></figure>
<hr>
<h2>
<a name="deal-reports"></a>Deal reports</h2>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-deal-performance" target="_blank" rel="noreferrer noopener">Deal performance</a></strong><br>The deal performance report gives you an overview of how many deals were started, won and lost in your Pipedrive account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2010.jpg" alt=""></figure>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-deal-conversion" target="_blank" rel="noreferrer noopener">Deal conversion</a></strong></p>
<p>Insights conversion gives you the conversion rate when a deal moves from stage to stage or from open to closed. It can be divided into two types of reports: </p>
<p><strong>Funnel conversion reports</strong> allow you to clearly view your deal conversion rate between stages in your pipeline.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2011.jpg" alt=""></figure>
<p><strong>Win/loss conversion reports</strong> let you see the overall deal win and loss rates for various groups such as owner, organization and time periods.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2012.jpg" alt=""></figure>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-deal-duration" target="_blank" rel="noreferrer noopener">Deal duration</a></strong><br>Deal duration reports make it easier for your team to see where your sales are slowing down so you can make adjustments to speed up your sales process.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2014.jpg" alt=""></figure>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-deal-progress" target="_blank" rel="noreferrer noopener">Deal progress</a></strong><br>This report gives you the ability to see deal advancement through stages in a specified time frame, so you can see how well your deals have been progressing through your sales cycle.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2015.jpg" alt=""></figure>
<hr>
<h2>Forecast and subscription<a name="forecast-and-subscription"></a></h2>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-revenue-forecast" target="_blank" rel="noreferrer noopener">Revenue forecast</a></strong><br>The revenue forecast report shows you trends in the total value of your account’s deals, based on their assigned deal values. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2016.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The cumulative forecast shows preexisting <strong>and</strong> newly added value. Use the regular forecast view to see <strong>only</strong> newly added value. </div>
<p><strong><a href="https://support.pipedrive.com/en/article/insights-reports-subscription-revenue-reports" target="_blank" rel="noreferrer noopener">Subscription revenue report </a></strong><br>The subscription revenue report gives you the total amount of revenue created by recurring, one-time or payment schedule revenues. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/report%20types%2017.jpg" alt=""></figure>

Insights: report types

activity-reports

Activity reports

campaign-reports

Campaign reports

contact-reports

Contact reports

lead-reports

Lead reports

deal-reports

Deal reports

forecast-and-subscription

Forecast and subscription

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Advanced and higher plans.<strong> </strong>Your <a href="https://support.pipedrive.com/article/recurring-revenue-feature" target="_blank" rel="noreferrer noopener">recurring revenue</a> reports will only report on deals that have subscription or payment schedule plans set up. <br></div>
<p style="text-align: justify">The <strong>subscription revenue report</strong> will give you a report on the total amount of revenue generated by recurring, one-time or payment schedule-type revenues, according to the time frame selected.<br></p>
<ul><li>Recurring and one-time amounts reflect <strong>+S</strong><strong>ubscription</strong> plans </li><li>Payment schedule amounts reflect plans added under <strong>+Payment schedule</strong>. </li></ul>
<p>To generate this type of report, you need recurring, one-time or payment schedule-type revenues configured to your deals.</p><div class="support-note success primary"><strong>Note: </strong>The number of Insights reports you can have depends on which plan you’re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<hr>
<h2 style="text-align: justify"><a name="creating-your-subscription-revenue-report"></a>Creating your subscription revenue report</h2>
<div class="support-note success primary"><strong>Note: </strong>You can learn how to configure recurring revenue on your account in <a href="https://support.pipedrive.com/article/recurring-revenue-feature">this article</a>.</div>
<p style="text-align: justify">To create these reports, go to <strong><a href="https://app.pipedrive.com/progress/insights">Insights</a></strong>, click the <strong>“</strong><strong>+<strong>“</strong></strong> symbol on the left-hand side next to the search bar then <strong>Reports &gt; Forecast and subscription &gt; Subscription revenue.</strong><br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/sub%20rev%201.jpg" alt=""></figure>
<p style="text-align: justify">By default, the filter applied shows you all payments due <strong>this year</strong>, but you can adjust the filter or add conditions.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/sub%20rev%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="customizing-your-subscription-revenue-report"></a>Customizing your subscription revenue report</h2>
<p style="text-align: justify">If you want to group your earnings by a different time frame (monthly, quarterly, yearly, etc.), you can do so by adjusting the filter on the <strong>x-axis</strong> of the graph. The report will show you past and projected earnings for future payments.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/sub%20rev%204.jpg" alt=""></figure>
<p style="text-align: justify">You can hover your cursor over any of the bars to show the scheduled payments for a specific time interval. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/sub%20rev%203.jpg" alt=""></figure>
<p style="text-align: justify">The table under the graph will show the value of the deals, and the <strong>Summary</strong> tab will show the total and average value of payments.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/sub%20rev%202.jpg" alt=""></figure>
<p style="text-align: justify">Once you’ve finished creating your subscription revenue report, you can add it to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> or <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">share it with your team</a>.</p><div class="support-note success primary"><strong>Note: </strong>You can adjust the columns in your table view by clicking the <strong>gear icon</strong>, or export your table as a spreadsheet using the <strong>”Export“ </strong>button.</div>

Insights reports: Subscription revenue reports

creating-your-subscription-revenue-report

Creating your subscription revenue report

customizing-your-subscription-revenue-report

Customizing your subscription revenue report

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can have depends on your subscription plan. Learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">The <strong>Insights performance report</strong> provides an overview of how many Pipedrive leads you’ve created, archived or converted to <strong>deals</strong>.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-a-lead-performance-report"></a>Creating a lead performance report</h2>
<p style="text-align: justify">To create a lead performance report, click on the “<strong>+</strong>” sign next to the search bar and select <strong>Report &gt; </strong><strong>Lead &gt; Performance</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20perf%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="customizing-your-lead-performance-report"></a>Customizing your lead performance report </h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The graphs in the report will reflect any changes made to the filter conditions.<br></div>
<p style="text-align: justify">If you want to narrow your results, you can add a filter condition by pressing the “<strong>+</strong>”<strong> </strong>button. <br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20perf%205.jpg" alt=""></figure>
<p style="text-align: justify">You can also customize the parameters of your charts using the <strong>view by, segment by, </strong>and <strong>measure by </strong>menus. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20perf%204.jpg" alt=""></figure>
<p>The table underneath your chart gives a list view display of the data in your report, and you can click the <strong>gear icon</strong> on the right side to change the columns. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20perf%202.jpg" alt=""></figure>
<p>If you hover over one of the bars in your chart, you can see the specific data represented there. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20perf%203.jpg" alt=""></figure>

Insights reports: lead performance

creating-a-lead-performance-report

Creating a lead performance report

customizing-your-lead-performance-report

Customizing your lead performance report

<p style="text-align: justify">Our <a href="https://support.pipedrive.com/article/email-tracking" target="_blank" rel="noreferrer noopener">email tracking</a> feature lets companies know how often customers are opening their emails. The feature works by adding tracking pixels to emails with tracking enabled, which registers when recipients open emails.</p>
<p style="text-align: justify">However, it’s important to remember that your customers may have email providers that prevent the tracking of email opens and link clicks. In 2021, both <strong>Apple Mail</strong> and <strong>Gmail </strong>implemented new mail privacy policies<strong> </strong>to protect their consumers.<br></p>
<p style="text-align: justify">In these cases, <strong>Pipedrive can‘t provide any tracking information for those emails</strong> and the <a href="https://support.pipedrive.com/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">emails performance reports</a> won’t reflect this data.</p>
<hr>
<h2 style="text-align: justify">How can I accurately measure email tracking?<a name="how-can-i-accurately-measure-email-tracking"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can learn more about Campaigns reporting in <a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">Pixel-based email tracking is only accurate if your customers’ email providers allow it, so while email tracking is helpful, there‘s no way to know if customers are opening your emails in the first place.</p>
<p>Here are a few tips to make sure you’re getting the best data possible:</p>
<ul><li>Link tracking is not affected by policies or caching, making it one of the most reliable engagement metrics</li><li>Focus on reliable and actionable data like deliverability, bounces, unsubscribes and spam reports.</li><li>Spam reports and unsubscribe requests can help you identify content irrelevant to your customers or diagnose weaknesses in your campaigns. Also, bounces can indicate outdated contact details or other issues with your email lists.</li></ul>
<p style="text-align: justify">These metrics provide information about your email performance and what resonates with your customers, while also helping you protect your <a href="https://support.pipedrive.com/article/campaigns-dmarc-and-email-deliverability" target="_blank" rel="noreferrer noopener">sender reputation</a>.<br></p>
<hr>
<h2>Apple Mail Privacy Protection<br><a name="apple-mail-privacy-protection"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can learn more about Apple’s Mail Privacy Protection (MPP) on <a href="https://www.apple.com/newsroom/2021/06/apple-advances-its-privacy-leadership-with-ios-15-ipados-15-macos-monterey-and-watchos-8/" target="_blank" rel="noreferrer noopener">this page</a>.</div>
<p style="text-align: justify">Apple's Mail Privacy Protection (MPP) is a set of features that allows users of the Apple Mail app or desktop email app to hide information about when, where and how they open emails.</p>
<p style="text-align: justify">The following operating systems have implemented this privacy protection:</p>
<ul><li><a href="https://www.apple.com/ios/ios-15/features/">iOS 15</a></li><li>iPadOS 15</li><li>macOS Monterey</li><li>watchOS 8</li></ul>
<p style="text-align: justify">Any users running these operating systems, or operating systems released since then, won’t be trackable using pixel images if Apple Mail app with MPP is turned on. </p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Apple MPP applies across Apple’s suite of devices, including the iPhone, iPad, Mac and Apple Watch.<br></div>
<hr>
<h2>Gmail image caching<a name="gmail-image-caching"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Google image caching only applies to recipients who access Gmail through their browser or a Gmail mobile app, like what you’d find on your Android or iPhone device.<br></div>
<p style="text-align: justify">For security reasons, instead of loading images from an external host server each time someone opens an email, Gmail stores these images locally on its own proxy servers.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gmail%20tracking%202.jpg" alt=""></figure>
<p style="text-align: justify">Email images download automatically in all Gmail accounts, but users <a href="https://support.google.com/mail/answer/145919" target="_blank" rel="noreferrer noopener">can configure this manually</a>. If your recipients disable the option to download images automatically, the tracking pixel won’t download automatically and the open tracking won’t count towards your reports.<br></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Recipients who access their Gmail through a desktop client (such as Outlook, Thunderbird, etc.) will download images as usual and report accordingly.</div>
<hr>
<h2>How does this affect my Insights reports?<a name="how-does-this-affect-my-insights-reports"></a></h2>
<p>The fields that are affected are listed below.</p>
<p><strong><a href="https://support.pipedrive.com/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">Email performance report</a></strong>:</p>
<ul><li><strong>Segment by:</strong> open tracking</li><li><strong>Table view:</strong> opened time (tracking)</li><li><strong>Summary:</strong> opened, not opened</li><li><strong>Filters:</strong> open tracking, opened time (tracking)</li></ul>
<p><strong><a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">Campaigns performance report</a></strong>:<br></p>
<ul><li>Open tracking (opened, not opened)</li><li>Total opens</li><li>Unique opens</li><li>Email open time</li><li>Email open date</li><li>Recipient country</li><li>Open rate</li><li>Geo-location</li></ul>

Email tracking reports with Gmail and Apple

how-can-i-accurately-measure-email-tracking

How can I accurately measure email tracking?

apple-mail-privacy-protection

Apple Mail Privacy Protection

gmail-image-caching

Gmail image caching

how-does-this-affect-my-insights-reports

How does this affect my Insights reports?

<div class="support-note success primary"><strong>Note: </strong>The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.</div>
<p style="text-align: justify">Many Pipedrive users prefer to work in our <a href="https://support.pipedrive.com/article/what-features-do-the-mobile-apps-have" target="_blank" rel="noreferrer noopener">mobile app</a>, and with <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> for mobile, you can see all of the reports and dashboards created in your web app on your mobile device.</p>
<hr>
<h2>Where is the feature located?<a name="where-is-the-feature-located"></a></h2>
<p>Once you have logged into your mobile app account, click the <strong>”...“ </strong>in the bottom right corner and select <strong>“Insights.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2011.2.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Viewing your Insights on mobile<a name="viewing-your-insights-on-mobile"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you have an empty dashboard in the web app, it will also be empty in the mobile app. <span style="color: rgb(247,150,70)"></span><br></div>
<p style="text-align: justify">Insights web view is embedded into the Pipedrive mobile app, so you‘ll see the same reports and dashboards as you see in the web app view.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%203.jpg" alt=""></figure>
<p style="text-align: justify">However, <strong>I</strong><strong>nsights reports can’t be edited or changed within the mobile app.</strong> If you want to change a report or dashboard in the mobile app, you need to edit it in the web app. </p>
<p>If the <strong>segment by</strong> categories exceeds your visible width, you can click the <strong>number dropdown</strong> in the bottom right corner to see the full list. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%204.2.jpg" alt=""></figure>
<p style="text-align: justify">You can tap any report column to see a breakdown of the data represented there. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Only six columns or bars can be shown in the report, as well as the report name, legend and filters. If the report columns exceed the visible width of the app, click the <strong>arrows</strong> on either side to view the rest of the chart. </div>
<hr>
<h2 style="text-align: justify">Filtering dashboards on mobile<a name="filtering-dashboards-on-mobile"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> For bar and column charts, pagination only appears if the quantity of columns or bars is more than six and appears horizontally and vertically.</div>
<p style="text-align: justify">You can also apply <strong>date</strong> and <strong>user</strong> <strong>filters</strong> to a dashboard by tapping on the <strong>date</strong> or <strong>user icon</strong> (in the top right corner) and selecting an option. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%206.jpg" alt=""></figure>
<p style="text-align: justify">When you apply a filter, the filter icon is highlighted blue and all reports are updated according to the chosen option. A blue badge will also appear on each report that is updated.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%208.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>To restore the original state of filters, click on the blue filter icon and select <strong>”Back to default.“</strong><br></div>
<p style="text-align: justify"><strong>Switch between dashboards</strong></p>
<p style="text-align: justify">You can switch between different dashboards by clicking on the<strong> d</strong><strong>ropdown menu</strong> (where the name of the currently selected dashboard is shown) and choosing a different dashboard.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%207.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If you switch the dashboard, you’ll see the chosen dashboard the next time you log in.</div>
<p style="text-align: justify">All dashboards in the web app appear on the list in the same order, including shared dashboards. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%209.jpg" alt=""></figure>
<p style="text-align: justify">Dashboards are organized by sections the same way in both the web and mobile app, and can be collapsed or expanded by tapping on the name of the section (i.e. shared with me, my dashboards, etc.)<br></p>
<p style="text-align: justify">
</p>
<hr>
<h2>Search function<a name="search-function"></a></h2>
<p style="text-align: justify">You can also<span style="color: rgb(247,150,70)"> </span>search for a specific report or dashboard by tapping on the <strong>search icon.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2012.jpg" alt=""></figure>
<p>Type several letters into the search bar and any relevant dashboards and reports will appear in the results list. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mobile%20insights%2010.jpg" alt=""></figure>
<p style="text-align: justify">Once you select a dashboard or report from your search, the view will change accordingly and the chosen item will open.</p>
<div class="support-note success primary"><strong>Note: </strong>Click <strong>”cancel“</strong> in the search window to reset back to the original dashboard view. <br></div>

Insights for mobile

where-is-the-feature-located

Where is the feature located?

viewing-your-insights-on-mobile

Viewing your Insights on mobile

filtering-dashboards-on-mobile

Filtering dashboards on mobile

search-function

Search function

Identify winning campaigns with A/B testing comparison.

<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note: </strong>This feature is available for <a href="https://support.pipedrive.com/article/campaigns-add-on-tiers">Premium Campaigns</a>. For more information about Campaigns billing, check out <a href="https://support.pipedrive.com/article/campaigns-subscription-and-billing" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p dir="ltr" style="text-align: justify"><strong>Comparative Insights</strong> lets you compare the performance metrics of two or more email marketing campaigns in one single chart, so you can identify winning subject lines and email layouts using A/B testing.</p>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Creating your comparison report</strong><a name="creating-your-comparison-report"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>To create an A/B comparison, you need to send out multiple campaigns to comparable segments of your audience. For example, you can send two campaigns with slightly different email layouts or subject lines, then create a report to show which subject lines had more opens.</div>
<p dir="ltr" style="text-align: justify">To create the report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"></a> then click <strong>”+“ </strong><strong>&gt; Campaign &gt; Conversion.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%201.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">Use the <strong>”+“</strong> to add your desired filters, but to compare your campaigns you’ll need a filter for: </p>
<p dir="ltr"><strong>Campaign &gt; is any of &gt; [insert desired campaigns] </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%202.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Learn more about <strong>filtering</strong> in <a href="https://support.pipedrive.com/article/filtering">this article</a>.<br></div>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Viewing your comparison report</strong><a name="viewing-your-comparison-report"></a></h2>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Unlike other <a href="https://support.pipedrive.com/article/insights-report-types">report types</a>, conversion reports don’t have a <strong>segment by</strong> tab.<br></div>
<p dir="ltr" style="text-align: justify">The comparison report chart has two different sections:</p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Measure by</strong> (Y-axis)</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>View by</strong> (X-axis)</p></li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%203.jpg" alt=""></figure>

<p dir="ltr" style="text-align: justify">Hover over a column in the graph to see more information about the chosen data in that segment.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%204.jpg" alt=""></figure>
<p dir="ltr"><strong>Table view</strong></p>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>To customize the table columns, click on the <strong>gear icon.</strong></div>
<p dir="ltr" style="text-align: justify">At the bottom of the page, the <strong>table view</strong> contains a breakdown of the campaigns displayed in the report, along with the information from their respective fields.<br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%205.jpg" alt=""></figure>

<p dir="ltr" style="text-align: justify">Within the table view, you can also see a brief list of data by clicking on <strong>“Summary.”</strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%206.jpg" alt=""></figure>

<p>If you have the <strong>recipient </strong>column visible, you can click on any recipient to open the contextual view for that contact. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%20comp%207.jpg" alt=""></figure>

Comparative insights

creating-your-comparison-report

Creating your comparison report

viewing-your-comparison-report

Viewing your comparison report

<div dir="ltr" class="support-note success primary"><strong>Note</strong>: Check out <a href="https://support.pipedrive.com/article/campaigns-insights">this article</a> for more general information about Campaigns Insights.</div>
<p dir="ltr">With <strong>performance reports </strong>for campaigns, you can keep track of your campaigns opens, clicks, bounces and other important data.</p>
<h2 dir="ltr">

<strong>Creating your report</strong><a name="creating-your-report"></a></h2>
<p dir="ltr">Go to the <a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"><strong>Insights</strong></a> tool and click <strong>"+" &gt;</strong> <strong>Campaign</strong> <strong>&gt;</strong> <strong>Performance</strong>:</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20perf%201.jpg" alt=""></figure>

<h2 dir="ltr">

<strong>Customizing your report</strong><a name="customizing-your-report"></a></h2>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>New performance reports for campaigns start with <strong>Campaign send date</strong> as the default filter.</div>
<p>After you’ve created a report, click the green <strong>“+" </strong>to add <a href="https://support.pipedrive.com/article/filtering">filters</a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20perf%202.jpg" alt=""></figure>

<p dir="ltr">Use the <strong>measure by</strong>, <strong>segment</strong> <strong>by </strong>and <strong>view by</strong> options to adjust how your data appears:</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20perf%203.jpg" alt=""></figure>

<p style="text-align: justify">The table view at the bottom gives you a spreadsheet view of the report's data, including useable fields unique to campaigns.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20perf%204.jpg" alt=""></figure>

<p style="text-align: justify">You can adjust the fields in your table columns by clicking the <strong>gear icon</strong> in the top right. </p>
<div class="support-note success primary"><strong>Note</strong>: Check out <a href="https://support.pipedrive.com/en/article/insights-reports-deal-performance#customizing-your-performance-report">this article </a>for more information about setting up an Insights report.</div>

Campaigns Insights: performance reports

creating-your-report

Creating your report

customizing-your-report

Customizing your report

<p dir="ltr" style="text-align: justify">To improve your marketing campaigns, it’s crucial to know how well your emails are reaching your audience. With the <strong>campaigns conversion report, </strong>you can see statistics related to message deliverability, like: </p>
<ul><li>Open and click rates</li><li>Reported as spam rates</li><li>Click through rates</li></ul>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>For more information about Campaigns Insights, check out <a href="https://support.pipedrive.com/article/campaigns-insights" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Creating your Insights conversion report</strong><a name="creating-your-insights-conversion-report"></a></h2>
<p dir="ltr" style="text-align: justify">To create a new Campaigns conversion report, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong> and click <strong>”+“ &gt; Report &gt; Campaign &gt; Conversion.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%20conversion%201.jpg" alt=""></figure>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Viewing your Insights conversion report</strong><a name="viewing-your-insights-conversion-report"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The default filter for an Insights conversion report is <strong>Campaign send date &gt; is &gt; Past 1 month. </strong>For more information about filtering in Pipedrive, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p dir="ltr" style="text-align: justify">While most Pipedrive Insights reports have a <strong>measure by</strong> field, Campaigns conversion reports have a <strong>conversion</strong> field instead. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%20conversion%203.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">You can also hover your cursor over any column in your report to see the data contained there. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%20conversion%204.jpg" alt=""></figure>
<p style="text-align: justify">In this example, the user has sent seven campaign emails in the filtered time span, and two of those emails have been opened. </p>
<div class="support-note success primary"><strong>Note: </strong>You can click on any column in your chart to open a table view of the data contained there, as well as export that data. For more information about exporting Insights, check out <a href="https://support.pipedrive.com/article/exporting-data-from-insights" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<hr>
<h2 style="text-align: justify">Conversion specific fields <a name="conversion-specific-fields"></a></h2>
<p dir="ltr" style="text-align: justify">Here is a chart showing the fields available in the report and how those conversions are calculated.</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Conversion field</strong></div></td><td><div style="text-align: justify"><strong>What does it mean</strong></div></td><td><div style="text-align: justify"><strong>How this conversion metric is calculated</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Open rate</strong></div></td><td><div style="text-align: justify">Recipients who opened an email at least once</div></td><td><div style="text-align: justify">Sum of unique opens / All delivered emails</div></td></tr><tr><td><div style="text-align: justify"><strong>Click–through rate</strong></div></td><td><div style="text-align: justify">Recipients who clicked on at least one link in an email</div></td><td><div style="text-align: justify">All recipients who clicked / All opened emails</div></td></tr><tr><td><div style="text-align: justify"><strong>Spam report rate</strong></div></td><td><div style="text-align: justify">Recipients who marked sent emails as a SPAM</div></td><td><div style="text-align: justify">Sum of reported as SPAM recipients / All delivered emails</div></td></tr><tr><td><div style="text-align: justify"><strong>Unsubscribe rate</strong></div></td><td><div style="text-align: justify">Recipients unsubscribed from a mailing list after receiving an email</div></td><td><div style="text-align: justify">Sum of unsubscribed recipients / All delivered emails</div></td></tr><tr><td><div style="text-align: justify"><strong>Delivery rate</strong></div></td><td><div style="text-align: justify">Emails successfully delivered to recipients’ inboxes</div></td><td><div style="text-align: justify">Sum of delivered emails / All emails sent</div></td></tr><tr><td><div style="text-align: justify"><strong>Click rate</strong></div></td><td><div style="text-align: justify">Recipients who clicked on at least one link in an email at least once</div></td><td><div style="text-align: justify">Sum of unique clicks / All delivered emails</div></td></tr><tr><td><div style="text-align: justify"><strong>Bounce</strong><strong> rate</strong></div></td><td><div style="text-align: justify">Emails not delivered to recipients’ inboxes due to specified reasons</div></td><td><div style="text-align: justify">Sum of bounced emails / All emails sent</div></td></tr></tbody></table>

Campaigns Insights: conversion reports

creating-your-insights-conversion-report

Creating your Insights conversion report

viewing-your-insights-conversion-report

Viewing your Insights conversion report

conversion-specific-fields

Conversion specific fields

Insights reports

<div class="support-note success primary"><strong>Note:</strong> The number of Insights reports you can create depends on your plan. Learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">Keeping track of your progress is one of the most important parts of sales. Pipedrive’s <strong>Insights feature</strong> lets you create custom reports, dashboards and goals so you know exactly what you’ve accomplished so far and what still needs to be done. </p>
<p style="text-align: justify">There are three sections to the <strong>Insights feature:</strong></p>
<ul><li><strong>Reports</strong> <strong>– </strong>give a visual representation of data in your account based on selected filters</li><li><strong>Dashboards – </strong>display your reports and goals in one window so you have all your desired Insights data in one place</li><li><strong>Goals – </strong>let you project your desired outcomes in a chart where you can see and track them</li></ul>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/CXW1KFEbWtagUGgR5Bohb8.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If you’re new to Pipedrive, check out our <strong>“Getting started with Pipedrive“</strong> <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">Academy course</a>. <br></div>
<hr>
<h2>Where to find it<a name="where-to-find-it"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>If you don’t see the Insights icon on your left–side margin, check your <a href="https://app.pipedrive.com/settings/interface-preferences" target="_blank" rel="noreferrer noopener"><strong>interface preferences</strong></a> to make sure it’s supposed to be visible there. </div>
<p>You can find the Insights feature by clicking the <strong>icon</strong> on the left-side margin. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%201.jpg" alt=""></figure>
<hr>
<h2>Visibility and permissions<a name="visibility-and-permissions"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Currently, there are no visibility groups for viewing items in Insights. When you set a user’s visibility for any item (leads, deals, people, organizations or products), that rule applies to their Insights as well.<br></div>
<p style="text-align: justify">Users with deals admin access have full visibility of all deals and leads regardless of the visibility group setting. Likewise, users with global admin access have full visibility of all person, organization and product data regardless of the visibility group option.<br></p>
<p style="text-align: justify">However, you can adjust the permissions for <strong>global regular users</strong> by going to <strong>Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a> &gt; Global features permission sets</strong>.<br></p>
<ul><li><strong><strong><strong>See company’s stats in Insights</strong> </strong></strong>–<strong><strong> </strong></strong>Access the whole company’s stats in Insights, regardless of the user’s access to specific items. Requires <strong>“See other users’ data<strong>“</strong></strong> to be enabled as well.<br></li><li><strong><strong><strong>See other users’ stats in Insights</strong></strong> </strong>–<strong> </strong>Access to other users’ stats in Insights, regardless of the user’s access to specific items. Requires <strong><strong>“</strong>See other users’ data<strong>“</strong></strong> and <strong>“</strong><strong>See company’s stats in Insights<strong>“</strong></strong> to be enabled as well.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%202.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Learn more about visibility and permissions in Insights in <a href="https://support.pipedrive.com/article/insights-visibility-permissions" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="reports"></a>Reports</h2>
<p style="text-align: justify">To create a report, go to<strong> <a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong>, click <strong>“+“ &gt; Report</strong> and select one of the options there. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%203.jpg" alt=""></figure>
<p style="text-align: justify">The reports you can create depend on which plan you’re on. </p>
<table><tbody><tr><td><strong>Report name</strong></td><td><strong>Category</strong></td><td><strong>Minimum required plan</strong></td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-activities-performance" target="_blank" rel="noreferrer noopener">Activities performance</a></td><td>Activity</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">Emails performance</a></td><td>Activity</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-contacts" target="_blank" rel="noreferrer noopener">People</a></td><td>Contact</td><td>Essential</td></tr><tr><td>Organizations</td><td>Contact</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-lead-performance" target="_blank" rel="noreferrer noopener">Performance</a></td><td>Lead</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-lead-conversion" target="_blank" rel="noreferrer noopener">Conversion</a></td><td>Lead</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-deal-performance" target="_blank" rel="noreferrer noopener">Performance</a></td><td>Deal</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-deal-conversion" target="_blank" rel="noreferrer noopener">Conversion</a></td><td>Deal</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-deal-duration" target="_blank" rel="noreferrer noopener">Duration</a></td><td>Deal</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-deal-progress" target="_blank" rel="noreferrer noopener">Progress</a></td><td>Deal</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-subscription-revenue-reports" target="_blank" rel="noreferrer noopener">Subscription revenue</a></td><td>Forecast and subscription</td><td>Essential</td></tr><tr><td><a href="https://support.pipedrive.com/article/insights-reports-revenue-forecast" target="_blank" rel="noreferrer noopener">Revenue forecast</a></td><td>Forecast and subscription</td><td>Professional</td></tr></tbody></table>
<p>If you have the Campaigns add-on, you can also create the following reports:</p>
<ul><li><a href="https://support.pipedrive.com/article/campaigns-insights-conversion-reports" target="_blank" rel="noreferrer noopener">Campaigns conversion report</a><br>Measure the open, click, unsubscribe, delivery, bounce and spam rate of your marketing emails</li><li><a href="https://support.pipedrive.com/article/campaigns-insights-performance-reports" target="_blank" rel="noreferrer noopener">Campaigns performance report</a><br>See how many emails were sent, received, opened and clicked</li></ul>
<p style="text-align: justify">Once you’ve created and customized your report, click the “<strong>Save</strong>“ button in the top-right corner to name your report and add it to a dashboard. </p>
<p style="text-align: justify"><strong>Supported fields</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Only Professional and higher plans can use deal custom fields for filtering and building reports in the visual builder (<strong>m</strong><strong>easure</strong> <strong>by</strong>, <strong>group by</strong>, <strong>segment by</strong> fields). All users can use deal custom fields in the table view. </div>
<p style="text-align: justify">The supported <strong>deal</strong> default and custom fields in Insights are:</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Deal field type</strong></div></td><td><div style="text-align: justify"><strong>Filters</strong></div></td><td><div style="text-align: justify"><strong>Visual Builder</strong></div></td><td><div style="text-align: justify"><strong>Table</strong></div></td></tr><tr><td><div style="text-align: justify">User</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Person</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Organization</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Date</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Multiple options</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️<br></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Single option</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Monetary (including weighted value, deal value and product value)</div></td><td><p style="text-align: justify">⚠️ Only deal value is supported</p></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">ID (team, pipeline, stage, status, lost reasons)</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td>Numeric (including number of products)</td><td>✔️</td><td>✔️</td><td>✔️</td></tr><tr><td>Date range</td><td></td><td></td><td>✔️</td></tr><tr><td><div style="text-align: justify">Text field</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Time</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Time range</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Autocomplete</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr><tr><td><div style="text-align: justify">Product</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️ <strong><br>View by</strong>: Title only<strong><br>Measure by</strong>: Product value, Number of products<br><br>⚠️ Not available in <strong>Segment by</strong> dropdown</div></td><td><div style="text-align: justify"></div></td></tr><tr><td><div style="text-align: justify">Address</div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify"></div></td><td><div style="text-align: justify">✔️</div></td></tr></tbody></table>
<p style="text-align: justify">
</p>
<div class="support-note success primary"><strong>Note: </strong>Multiple option fields can‘t be used to segment reports. Learn more about custom field types and data fields <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">in this article.</a></div>
<p style="text-align: justify"><strong>Updating existing reports</strong></p>
<p style="text-align: justify">After you’ve created a report, you can go back in and make changes any time you want. After you’ve made your changes, you can either: </p>
<ul><li><strong>Discard changes</strong> – reset the report back to the previous state</li><li><strong>Save as new </strong>– create a new report with the changes</li><li><strong>Save</strong> – save the changes to the existing report </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%205.jpg" alt=""></figure>
<p style="text-align: justify">To add an existing report to a dashboard, open the report, click “<strong>Add to dashboard</strong>“ and select your desired dashboard. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%204.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can display each report on one, multiple or no dashboards.</div>
<p style="text-align: justify">To rename your existing report, just click on the report title to activate the edit mode. Hit enter on your keyboard to save the changes. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%206.jpg" alt=""></figure>
<p style="text-align: justify">To delete or duplicate your existing report, click the <strong>“...“</strong> button and select the desired option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%207.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Reports may not always show real-time data since the update time depends on the company size and data load.</div>
<hr>
<h2 style="text-align: justify">
<a name="dashboards"></a>Dashboards</h2>
<div class="support-note success primary"><strong>Note:</strong> Only <strong>Professional</strong> and higher users and up can create additional dashboards. If you have multiple teams in your organization and wish to track different metrics for each, we suggest creating multiple dashboards and customizing them based on your needs.</div>
<p style="text-align: justify">If you want to add another dashboard, go to <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong> and click <strong>”+“ &gt; Dashboard.</strong></p>
<p style="text-align: justify">You can easily add custom reports to your <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">dashboard</a> by dragging a report from the <strong>Reports </strong>panel into your dashboard. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/dash%204.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify">You can also share your dashboard with anyone by sending them <a href="https://support.pipedrive.com/en/article/shareable-insights" target="_blank" rel="noreferrer noopener">a shareable public link</a> that grants view-only access to your dashboard.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/dashboard%20live%20updates%202.jpg" alt=""></figure>
<p style="text-align: justify">If you create an external link to share, you can change the update intervals so the data only updates when you want it to. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/dashboard%20live%20updates.jpg" alt=""></figure>
<p style="text-align: justify">You can only make changes to update intervals if you created the dashboard link <strong>and</strong> you’re viewing it in the same browser it was copied from. </p>
<p style="text-align: justify">Other users will see the default interval of <strong>one hour. </strong></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Learn more about creating and customizing your dashboards <a href="https://support.pipedrive.com/en/article/insights-dashboards" target="_blank" rel="noreferrer noopener">in this article.</a></div>
<hr>
<h2>Goals<a name="goals"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>For more information about the Goals feature in Pipedrive, check out <a href="https://support.pipedrive.com/article/insights-goals" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p>To create a new goal, go to your Insights, click <strong>”+“ &gt; Goal </strong>and choose one of the options available. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Insights%2016.jpg" alt=""></figure>
<p>You can choose from any of the following options: </p>
<ul><li><strong>Deal </strong>(Added, Progressed, Won)</li><li><strong>Activity </strong>(Added, Completed)<br></li><li><strong>Forecast </strong>(Revenue forecast)</li></ul>
<p>After you’ve saved your goal, you can add it to your dashboard by dragging it or clicking <strong>“Add to Dashboard“ </strong>in the editor. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/insights%2017.jpg" alt=""></figure>

Insights feature

visibility-and-permissions

Visibility and permissions

reports

Reports

dashboards

Dashboards

goals

Goals

<div class="support-note success primary"><strong>Note: </strong>For more information about the types of charts in Pipedrive reports, check out <a href="https://support.pipedrive.com/article/insights-reports-chart-types" target="_blank" rel="noreferrer noopener">this article.</a></div>
<p style="text-align: justify">When you’re building a report, it should match your desired vision as much as possible. That’s why we offer customization options for the color of your report columns, as well as the number of visible columns.</p>
<hr>
<h2 style="text-align: justify">Where to find it<a name="where-to-find-it"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>If you haven’t created an Insights report, check out <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">this guide.</a><br></div>
<p style="text-align: justify">To start, go to your <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a> </strong>and open a report or goal. Then go to the visual builder and click <strong>”...“ &gt; Customize chart colors.</strong></p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/color%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">How it works<a name="how-it-works"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The colors you choose for segments are reflected on all the charts in your Insights that have those segments, but other users won’t see your selected colors.</div>
<p style="text-align: justify">Clicking <strong>”Customize chart colors“</strong> opens the color editing window, where you can select a new color for any of your report segments.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/color%202.jpg" alt=""></figure>
<p style="text-align: justify">You can find a selection of available color options under <strong>system colors</strong>.</p>
<div class="support-note success primary"><strong>Note: </strong>Colors can be customized even if the chart only has one color. </div>
<p style="text-align: justify"><strong>Custom colors</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Clicking <strong>”Done“</strong> without checking the <strong>“Save to my colors list as well“ </strong>box will assign the color to your chosen segment, but won’t add it to your list. </div>
<p style="text-align: justify">In addition to system colors, you can also click the <strong>arrow</strong> under <strong>Custom color</strong> to select a unique option.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/color%203.jpg" alt=""></figure>
<p style="text-align: justify">Click <strong>”Done“ </strong>and your new color will appear under <strong>My saved colors</strong> (if you checked the <strong>”Save to my colors list as well“ </strong>box.)</p>
<p style="text-align: justify">You can click the <strong>pencil icon</strong> next to any saved color to edit it.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/color%204.jpg" alt=""></figure>
<p style="text-align: justify">After you assign a new color to one of your segments, click <strong>“Save“</strong> and the color will appear in your report chart.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/color%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can save up to 27 custom colors at a time. When the limit is reached, you can add a new color by editing an existing one. Editing or removing an existing color won’t affect reports that already use this color.</div>

Insights: color customization

how-it-works

How it works

Learn how to control which Insights data your users can see in Pipedrive.

<div class="support-note success primary"><strong>Note:</strong> Visibility groups and permission sets are only available to users with account settings access.</div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> is a great tool for Pipedrive companies to report and display their account data, but not every user in your Pipedrive account needs equal access to these reports. </p>
<p style="text-align: justify">You can control how your users interact with Insights and the data they can see using <strong>visibility groups</strong> and <strong>permission sets</strong>. </p>
<hr>
<h2 style="text-align: justify">Insights visibility<a name="insights-visibility"></a></h2>
<p style="text-align: justify">Pipedrive’s visibility can be configured by going to <strong>Manage users &gt; <a href="https://app.pipedrive.com/settings/visibility-groups" target="_blank" rel="noreferrer noopener">Visibility groups</a></strong> and can be broken down into five categories: </p>
<ul><li>Leads</li><li>Deals</li><li>People</li><li>Organizations</li><li>Products</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20groups%20menu.png" alt=""></figure>
<p style="text-align: justify">Currently, there are no visibility groups for viewing items in Insights, since when you set a user’s visibility for any item (leads, deals, people, organizations, products), that rule applies to their Insights as well. </p>
<p style="text-align: justify">For example, if a user has ”owner only“ visibility for deals, they’ll only be able to see Insights data related to deals they own. They’ll still be able to see the charts and collective data, just not the <strong>specific</strong> items they <strong>don’t</strong> own. </p>
<p style="text-align: justify">Users that have deals admin access will have full visibility of all deals and leads regardless of the visibility group setting. In addition, users with global admin access will have full visibility of all person, organization, and product data regardless of the visibility group option.</p>
<p style="text-align: justify">Learn more about visibility groups in <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">Insights permissions<a name="insights-permissions"></a></h2>
<p style="text-align: justify">You can adjust the permissions for <strong>global regular users</strong> by going to <strong>Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a> &gt; Global features permission sets</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-28%20at%2015.57.39.png" alt=""></figure>
<p style="text-align: justify">In the “Visibility” section you’ll find two Insights permissions:</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>See other users’ stats in Insights</strong></div></td><td><div style="text-align: justify">Access other users’ stats in Insights. Item visibility determines which data you can see in the reports.</div>
<div class="support-note success primary"><strong>Note:</strong> Requires “See other users’ data” and “See company’s stats in Insights“ to be enabled.</div></td></tr><tr><td><div style="text-align: justify"><strong>See company’s stats in Insights</strong></div></td><td><div style="text-align: justify">Access the company’s stats in Insights. Item visibility determines which data you can see in the reports.</div>
<div class="support-note success primary"><strong>Note:</strong> Requires “See other users’ data“ to be enabled.</div></td></tr></tbody></table>
<ul><li>With both permissions <strong>enabled </strong>the visibility rules will be applied to the items you can see in Insights.</li><li>With one or both permissions <strong>disabled </strong>users will only see their own data in Insights.</li></ul>
<p style="text-align: justify">Learn more about permission sets in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">this article</a>.</p>

Insights: visibility and permissions

insights-visibility

Insights visibility

insights-permissions

Insights permissions

<p style="text-align: justify">Currency conversion in reporting is calculated through our partner <a href="https://openexchangerates.org/" target="_blank" rel="noreferrer noopener">Open Exchange Rates</a>.</p>
<p style="text-align: justify">Pipedrive automatically converts the value of deals won in different currencies to your default currency, excluding <a href="https://support.pipedrive.com/en/article/how-can-i-create-a-custom-currency" target="_blank" rel="noreferrer noopener">custom currencies</a>.</p>
<div class="support-note success primary"><strong>Note:</strong> These exchange rate values are for statistical purposes only. The conversion rate shown by Pipedrive may differ from your bank or your customer’s banks, so the numbers demonstrated in reports may not reflect the amount received in your bank account.</div>

How is currency converted in Pipedrive?

<div class="support-note success primary"><strong>Note:</strong> Only users with global admin <a href="https://support.pipedrive.com/en/article/permission-sets" target="_blank" rel="noreferrer noopener">permissions</a> enabled can export data. Regular users can share dashboard externally if they have the <strong>”Share Insights dashboards as public links“ </strong>permission enabled.<strong><br></strong></div>
<p style="text-align: justify">When using the <strong>Insights feature</strong> you can export data in a couple of different ways. </p>
<hr>
<h2 style="text-align: justify">Exporting charts <a name="exporting-charts"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Charts can be exported in <strong>PDF</strong> or <strong>PNG</strong> format. Any changes to a report, dashboard or goals must be saved before they‘re exported.</div>
<p style="text-align: justify">Charts can be exported from your reports, goals and dashboards. </p>
<h4 style="text-align: justify">Exporting reports</h4>
<p dir="ltr" style="text-align: justify">Open a report and on the top right of your visual builder and click <strong>”Export.“</strong><strong> </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%201.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">Your report will appear like this after it’s exported. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%203.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify"><strong>Exporting dashboards</strong><br></p>
<p dir="ltr" style="text-align: justify">Select a dashboard and click <strong>“Export.“</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%202.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">Your dashboard will appear like this after it’s exported.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%204.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify"><strong>Exporting goals </strong></p>
<p dir="ltr" style="text-align: justify">Select a goal and click <strong>“Export.“</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%205.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">Your goal sheet will look like this after it’s exported. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%206.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note</strong>: Time stamps at the bottom of the page reflect the time the export was completed.<br></div>
<hr>
<h2 style="text-align: justify">Exporting data to spreadsheets<a name="exporting-data-to-spreadsheets"></a></h2>
<p style="text-align: justify">The data in a report can be exported to a spreadsheet by scrolling down to the <strong>table view</strong> and clicking <strong>”Export.“</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%207.jpg" alt=""></figure>
<p style="text-align: justify">You can choose between XLSX and CSV as the file type for your export, then click <strong>”Download“ </strong>to save the spreadsheet to your device. </p>
<p style="text-align: justify"><strong>Exporting single data points</strong></p>
<p style="text-align: justify">You can also export individual data points from a report. To do so, click on one of the columns in your report. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%201.2.jpg" alt=""></figure>
<p style="text-align: justify">This will open a table view of the data within that column, where you can click <strong>”Export results“</strong> to create a spreadsheet of that data. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/exporting%20insights%201.3.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can use the <strong>gear icon</strong> to edit which fields are represented in the table before exporting it. This won’t affect the visible fields in your report’s table view. </div>

Knowledge Base

Progress

Insights reports

Insights reporting

Insights dashboards

Forecast view

List view reporting

Recurring revenue

Goals

Got any questions?