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Reports: Sales Performance

Every action in Pipedrive is in service to the same thing: winning deals.
Using the Sales Performance section of your Reports section, you can better understand information about your WON deals, reasons behind your LOST deals, and make educated decisions regarding the revenue of your company. 

Deals won

This report displays the number of deals won in your account, based on the parameters you choose. This report is recommended for those who wish to have a better understanding of the conclusion of their deals — which users are able to win more deals, or which products are more successful contributors to your company's revenue.  

This report can be adjusted...

  • By Users, to see the number of — and value of — deals won by specific users in your account.
  • By Users over time, to see the deal-winning productivity of your users in specific timeframes.

 

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 won 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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Deals lost

This report displays those deals that are not able to proceed to completion in your account. Specifically, this is  recommended for gaining understanding to as the various reasons why deals cannot be won — whether it is a user consistently being able to close, or a stage in which they consistently fail, or a common thread of lost reasons providing insight.  

This report can be adjusted...

  • By Users, to see which users contribute to your company's number of lost deals.
  • By Users over time, to see how often specific users mark their deals as lost in a certain timeframe.
  • By Stages, to see which stages your deals are most often marked as lost.
  • By Stages over time, to see which stages your deals are most often marked as lost over a certain timeframe.
  • By Reasons, to see the reasons provided most often for when your deals are marked as lost.
  • By Reasons over time, to see which reasons are provided most often for your lost deals over a certain timeframe.

 

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 lost in your account.
  • By Products over time, to see performance of specific products in your account over time, based on their association with lost deals.

deals_lost.png 

Revenue forecast

Note: The Revenue Forecast is available within the Platinum plan of Pipedrive. To switch to the Platinum plan, go to Settings > Billing > Change plans.

This specific report provides insight into the money that your company should likely be receiving soon. Calculated from the WON and OPEN deals in your account — and adjusted based on probability, unless disabled — this should assist you with planning for the incoming revenue, which should then assist you with knowing where you have the ability to improve your company. 

This report can only be adjusted...

  • By Deals, to see the OPEN and WON deals that can dictate your company's incoming revenue. 

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