Company reports are a great way to not only see how you're doing, but try and forecast where you're going in the future. This allows you to prioritize your future goals based on past performance, meaning you can constantly improve and keep closing more sales every month.
This article will give you a brief overview of what data is available with some brief ideas of what it can be used for. But, as each business is different, the rest is up to you - use the instructions here as a jumping point for your adventure into data and see what you learn from your graphs!
To access company reports, click the 'Statistics' drop down from the top bar of the Pipedrive app, then select 'Reports':
From there, you'll reach the company reports homepage. Here you can find a number of reports displayed as graphs. Each bar on each graph is clickable, and will present a list of data that it contains. For example, if you're looking at 'Activities added' and the bar is showing 42, when you click on the bar in the graph it will give a list of all 42 activities included in that bar.
The list of reports includes:
- Activities added: Shows the amount of activities added per user or activity type.
- Activities completed: Shows the amount of activities completed per user or activity type.
- Emails sent: Shows the number of emails sent per user.
- Emails received: Shows the number of emails received per user.
These first four options will give you a good overview of how your team are performing and what kind of activities they are completing the most overall, and relative to each other. This is really useful for team and process appraisal.
- Deals started: Shows the number of deals started per user, current deal status (Won/Lost/Open), and per attached products. Each option is also further divisible by further parameters, such as by count (meaning the hard number of deals started within the selected period) or value (meaning the sum of the value of all deals within the selected period) for deals started.
- Deal progress: Shows the number of deals that entered each stage, per stage or per user per stage. Each option can also be broken down by other sub-categories, including count and value (see Deals started for more information).
- Deal velocity: Deal velocity allows you to see the average amount of time between a deal being created and being won. This is the most useful forecasting tool. The data can also be broken down by stages and users.
- Deal conversion: This shows how many deals moved to the next stage, compared to those that were won or lost. This can be broken down by users, stages, and displayed as a count or value (see 'Deals started' for more information).
The above group of options are really great for forecasting. Using the data they show, you can find out where the bottlenecks are, where deals are getting stuck most often, and fine-tune your sales processes accordingly.
- Deals won: Displays the number of deals won, filterable by users and products, as well as displayable by count and value.
- Deals lost: Displays the number of deals lost, filterable by users and products, as well as displayable by count and value.
These last two options are great for simple analytics - keep track in one place of the number of deals you're winning and losing. Simple!
Filtering by date, Pipeline, and User(s)
All the above options can be shown for different pipelines (shown below on the 'FAQ' dropdown, FAQ being the name of the selected Pipeline). It can also be filtered by varying time periods (shown below as 'last quarter), and, for user based data, can show data for all users or individuals (shown below as 'Everyone') using the dropdown menus: