Knowledge Base
Progress
Tracking your statistics to prepare for your next steps.
Dashboard
- Insights feature (Beta)
- Shareable Insights
- Insights: Conversion Reporting
- Dashboard
- How can I customize my Dashboard in Pipedrive?
- How can I have more than one Dashboard in Pipedrive?
Reports
- Reports
- Reports: Activities Effort
- Reports: Pipeline Performance
- Reports: Sales Performance
- Revenue Forecast Report
- How can I customize the Reports for my data?
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?
List View Reporting
Goals
Questions?
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