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Reports: Pipeline Performance

Within Pipedrive, understanding the performance of the deals in your pipeline — how they win or where they get lost — can be the difference 
In order to effectively track this information, Pipedrive has provided a series of reports relating to the tracking of these essential actions.

Deals started

Displays the number of deals started in the account and each deal's current status, and any products attached to those deals. 
Recommended for understanding which users are adding the most deals to the account, and the value of those deals — to identify ambitious salespeople.  

This report can be adjusted...

  • By Users, to see which users in your account are creating deals most often.
  • By Users over time, to see which users in your account are creating deals over a certain time period.
  • By Current status over time, to see the current status of deals started in your account, based over a certain period of time.

If you have the Products feature enabled, you will also be able to adjust...

  • By Products, to see which products are associated most often with deals that have been created in your account.
  • By Products over time, to see performance of specific products in your account over time, based on their association with won deals.

 

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Deal progress

Displays the number of deals that have entered each stage of your pipelines, broken down by each stage or by which user progresses them.
Recommended for understanding if your deals stall in one specific stage of your pipeline, to then address if there refinements to make in your processes. 

This report can be adjusted...

  • By Stages, to see which stages the deals in your account have occupied in their route to being closed.
  • By Stages over time, to see the stages your deals have occupied, based over a period of time.
  • By Users, to see which users in your account have helped progress deals through the stages of your pipeline.
  • By Users over time, to see which users in your account have progress deals through your pipeline over a period a time.

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Deal velocity

Displays the average amount of time a deal's creation until the deal it marked as WON or LOST.
Recommended for gaining insight into how effective your users or processes are in closing deals quickly. Often considered the most immediately-useful report.

This report can be adjusted...

  • By Stages, to see how long it takes to close a deal in your account, based on the time it spends in each stage of your pipeline.
  • By Stages over time, to see how long it takes to close a deal in your account within a specific timeframe, based on the time it spends in each stage of your pipeline.
  • By Users, to see the average time each user in your account takes to push a deal through each stage of your pipeline.
  • By Users over time, to see the average time that each user in your account takes to push a deal through each stage of your pipeline, within a specific timeframe.

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Deal conversion

Displays how many deals move move from the first stage of a pipeline to the final stage, compared to deals marked as WON or LOST.
Recommended for knowing if you lose many of your deals in one specific stage, allowing you to make improvements to address any issues.

This report can be adjusted...

  • By Stages, to see how often your deals convert from OPEN to WON, based on the progression through the stages they occupy in your pipeline.
  • By Stages over time, to see how often your deals convert over a period of time, based on the progression through the stages the deal occupies in your pipeline.
  • By Users, to see the efficiency of your users in converting OPEN deals to WON, through the stages of your pipeline.
  • By Users over time, to see your user's efficiency over a period of time in converting OPEN deals to WON deals, through the stages of your pipeline.

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