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Knowledge Base


One of the most important parts of sales is keeping track of your progress. While the activity-based sales pipeline of Pipedrive helps you stay on track for each deal, you'll also need to keep an eye on the bigger picture and see how the whole team is doing.

For the best at-a-glance information about your company's progress in Pipedrive, we suggest Pipedrive's Dashboard function!
The Dashboard can be found by clicking on the Progress tab, and selecting Dashboard


Once you've accessed the Dashboard, you can start filtering the data. For example, if you wish to see specific information in your Dashboard, you can filter based on different criteria — time range, pipeline, and users. 
This allows you to always have the most important information in front of you to help you and your team succeed.

If you'd like to see the origin of the information displayed in the Dashboard, simply click on the numbers in question. When clicked, you'll be provided with a list of the information that leads to that specific information represented in the Dashboard. 

The default Dashboard provides you with a wide range of information. However, based on your teams' needs, you may not need to track all of it.
If you would like to customize which sections appear in the Dashboard, click the ... button and select the Edit option.


Once clicked, you will be able to select or de-select any of the sections that are available within the Dashboard. De-selecting a section will make it not appear in the Dashboard.

You may also drag sections horizontally between the columns to adjust how they appear, or drag them vertically to reorder which order they appear in. 
Once you're happy with your customization, click Save changes to see the Dashboard in your intended fashion.


If you'd like to keep that information in front of you at all times, you can also set the Dashboard to full-screen in your internet browser.
This can be done by clicking the full-screen button, which is found to the right of the ... button in your Dashboard screen.


When in full-screen mode, the Dashboard changes to an easy-to-read black background and takes up the entirety of your screen.
This view is ideal for having in a shared space with your team, so you can all monitor your progress and keep moving towards your goals.


Of course, companies with many teams may not wish to track the same information for each team.
In such a situation, we suggest creating multiple dashboards — customized for each team's needs — in order to effectively track every piece of relevant information.

Note: The ability to add multiple dashboards is one of the many useful features of Pipedrive’s Professional and Enterprise plan. To learn how to switch plans, click here.

To add another dashboard, click on the green + button to the right of the fullscreen button in the Dashboard view. You may also click on the dropdown list of your Dashboards, and select + Add dashboard
When prompted, provide the name for your next dashboard and select the metrics you wish for it to track, and click Save changes.


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