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Insights feature

Note: The Insights feature is available in the Professional and Enterprise plans. To switch plans, go to Settings > Billing > Change plans.

 

Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports so you know exactly what you have accomplished so far, and what you will need to improve on in order to hit your targets. 

There are two sections to the Insights feature:

The Reports section will allow you to create a visual representation of your sales performance in Pipedrive. You can then add these Reports to your Dashboards section, a collection of Reports, customizable by each user to show exactly what you need to focus on.


To access to your Insights feature, go to Progress > Insights. 

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Note: Regular users will only be able to see their own data by default in the Insights feature. To allow regular users to see the company's/other users’ data, you can go to Settings > Manage users > Permission sets > Regular user, and enable the permissions 'See other users', 'See company’s statistics', and 'See other users’ statistics'.


Reports

To create a Report, you can click on the '+' symbol next to your Reports tab, and select the type of Report that you want to create.

In order to build a Report on specific information in your account, you can create a filter to narrow down your results. 
If you want to add more conditions for your Report filter to further specify your data, you can hit the Add condition button and enter the additional filter condition. The graphs in the Report will be automatically adjusted according to changes made in the filter conditions.

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In each filter condition, you can either choose “is”, or “is any of” as the selector.  

  • 'Is' will allow you to filter according to one selection in the condition. 
  • 'is any of' will allow you to make more than one selection in the condition if the field you choose to filter for is a single or multiple option field (e.g. stage, pipeline, status).


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Once you finish setting up the Report’s filter, you can then choose to see your Report results in one of four different types of charts: column chart, bar chart, pie chart, or table chart. Under each chart, you will see the data selected in a list view format.


Column chart:
 

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With the column chart, you will be able to organize your data in the following ways:  

  • What to measure by in your results (Y-axis)
  • What to group your results by (X-axis)
  • Additional segmentation for your results (not mandatory)
    The options in the sidebar will be adjusted according to the segmented groups.

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In the Column chart, you will be able to track your data over time in the X-axis, by choosing from the following intervals:

  • Yearly
  • Quarterly
  • Monthly
  • Weekly
  • Daily


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Bar Chart: 

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With the bar chart, you will be able to organize your data in the following ways:  

  • What to measure by in your results (Y-axis)
  • What to group your results by (X-axis)
  • Additional segmentation for your results (not mandatory)
    The options in the sidebar will be adjusted according to the segmented groups.

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Pie Chart:

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With the Pie Chart, you will be able to organize your data according to: 

  • What to measure by (mandatory)
  • What to segment by (mandatory)
    The options in the sidebar will be adjusted according to the segmented groups. 


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Table Chart:

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With the Table Chart, you can see your data as a customizable list, similar to the list view. To choose the fields you wish to see, you can:

  • Apply different fields as columns.
    To add columns to the table chart, click on the gear icon in the top right corner of the chart and select the fields that you want to see.
  • Sort the column values by clicking on the column header. 


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Once you have finalized the settings of your custom Report, you can hit
Save in the top right corner to name your Report and add it to any Dashboards. You can also create a new Dashboard from this window, and add your report directly. 

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Updating existing Reports

If you want to update an existing Report, you can do so by clicking on the Report you want to update in your Insights sidebar, making the relevant adjustments, and hitting Save in the top right corner. 

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To save as a new Report rather than updating the existing one, hit Save as new rather than the normal 'save' button in the top right corner. This will allow you to retain your existing Report, and save your edited Report as a new Report. 

To add an existing Report to a Dashboard, open up the Report page and click on the Add to dashboard button in the top right corner.

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To rename or delete your existing Report, you can click on the '...' button.

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Each Report can be displayed on multiple Dashboards, just one Dashboard, or no Dashboards. 
Companies with multiple teams may not wish to track the same information for each team. If this is the case, we suggest creating multiple Dashboards, customized for each team’s needs. 

 

Dashboards 

Your Dashboard is where you will see the customized Reports you have added from your Reports section. 

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If you want to see more information or make adjustments on a specific Report in your Dashboard, you can click on the Report name directly to be brought to the Report page.

Customizing your Dashboard 

You can customize your Dashboard according to what Reports you want to see, and how you want to see them.  

To add a report to a Dashboard, you can drag and drop a report from the Reports sidebar directly into the Dashboard.

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You can change the size of the Report blocks to take up the full screen of your Dashboard, or just a small section if you want to see multiple Reports at a glance. To change the size of a Report in your Dashboard, hover over the Report and drag the resize icon in the bottom right corner until it matches the desired size. 

You can also rearrange the Report blocks to view them in the order you would like to see them. To do this, hover over the Report, click on the move icon in the top right corner, and drag the Report to the desired location. 

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To delete a Report from your Dashboard, you can click on the move icon in the top right corner, and drag the Report downwards onto the Remove from Dashboard section at the bottom of the screen. 

Note: Removing the Report from your Dashboard does not mean it is deleted. You will still be able to access and view it in your list of Reports.

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If you want to add another Dashboard, you can click on the '+' icon next to Dashboards.
Once you name your new Dashboard, you can populate it with existing Reports from your Reports sidebar
 or click on add a new report to start from scratch. 

To rename or delete or rename your existing Dashboard, you can click on the '...' button in the top right corner.

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