Knowledge Base
Progress
Set goals and measure your company metrics with advanced customized reporting.
Insights Reporting
- Insights feature
- Insights reports: Revenue forecast
- Replicating old reports in Insights
- Insights reports: Emails Performance
- Insights reports: Activities Performance
- Exporting data from Insights
Reports
- Reports
- Reports: Activities Effort
- Reports: Pipeline Performance
- Reports: Sales Performance
- Revenue Forecast Report
- How can I customize the Reports for my data?
Dashboard
- Dashboard
- How can I customize my Dashboard in Pipedrive?
- How can I have more than one Dashboard in Pipedrive?
- Can I create new sections for the Dashboard?
- How is currency converted in the Progress tab?
- What period are the stats in my Progress tab being compared to?
Forecast View
- The Forecast View: Revenue Projection
- How are deals ordered in the Forecast View?
- How can I change the time interval in the Forecast View?
- How can I change the number of columns displayed in the Forecast View?
- How can I sort deals in the Forecast View by a different timeframe?
- How can I see projected revenue for my colleagues' deals in the Forecast View?
Goals
List View Reporting
Questions? Get in touch