Our company reports will give you so much more than just numbers; they will also help you to strategize your sales process so you can quickly understand how your team is performing and identify opportunities for improvement.
All reports should start with the interval of time you'd like to analyze. This can be configured in the upper left corner of your statistics page:
Then, depending on the report you're doing, you can also narrow your results down to a specific pipeline. Remember Pipedrive can support multiple pipelines.
Note - The only report you can't analyze All pipelines under, is the Deal conversion report; this is because Deal conversion analyzes the conversion rates of the stages in your pipeline and obviously you may have completely different stages in one pipeline than in the other. So the Deal conversion report can only view the statistics for one pipeline at a time.
Once you have your time, and pipeline selected, now is when you have to decide what type of a report you want, e.g., Sales performance, Pipeline performance, or Activities effort.
Once you've decided what kind of report you'd like to run, keep in mind that you can expand on what you see with a few clicks. Each user's graph can be clicked on to expand the details of the report. Want to see more details than what's in the window? Just click the settings icon in the window to configure what fields you'd like to see or not see.
You can also add or omit certain options from your chronological graphs:
Additionally, some of your reports can be sorted by their columns:
Lastly, keep in mind that you can observe different users, stages, and units within your reports, depending on the type of report you're doing:
The sales performance reports will give you basic win/loss ratios of your deals. This report is also broken down per-user so you can see who is performing exceptionally or not so exceptionally.
Additionally, under Deals lost, you can view your lost deals, and even quickly discover the most common Lost reasons; these can be configured under Settings > Company settings > Lost reasons.
Pre-configured Lost reasons each get their own graph in this view. If you allow your users to write custom lost reasons, these will be summarized under Other.
Your pipeline performance metrics are possibly the most useful metrics you'll find in Pipedrive. It analyzes how your team performs in each stage of your pipeline(s), observes trends, and mixes it all together in neat little conversion metrics.
Pipeline performance metrics involve only your closed deals; these could be lost or won. Deals that are currently open are not included in this report, as this report is intended to summarize the number of deals that are marked as lost or won on a per-stage basis within the time interval you've configured.
How does this help you?
By observing the percentage of deals that are won or lost in each stage, you can see how well your team performs during each stage of the sales process. From there, you can determine which reps need improving, or which are exceeding expectations and could share their "secret" with the rest of the team. For that matter, if you're noticing a higher percentage of lost deals in a certain stage across the board for all of your users, then maybe it's time to fine-tune that stage of the process for the entire team.
In the example above, you can see how we're provided with the conversion rates of each stage. From here, it looks like most of our stages except for the first Idea stage perform fairly well. But what if we take a closer look at how our Pipedrive users perform in each stage?
In the example above, when we look more closely at the last stage in our pipeline, it's apparent that Eva-Liisa Smarjova has a higher conversion rate than her co-salespeople. So what is she doing right that everyone else could learn from?
You can keep track of the activities your team performs and creates under Activities effort. Here you'll be able to also see how many of each kind of activity your users create or perform and compare those numbers with the company's average.
How does this help you?
You can only do so much to control the outcome of a deal. But what you can control is the number of tasks you complete towards the closing of a deal. Use these metrics to keep track of the completed/added activities, so you can easily recognize how active your team is.