Insights Reporting

• Insights feature
• Replicating old reports in Insights
• Exporting data from Insights
• How is currency converted in Pipedrive?

Insights Dashboards

• Insights Dashboards
• Shareable Insights

Insights Reports

• Insights reports: Revenue forecast
• Insights reports: Deal Progress
• Insights reports: Deal Performance
• Insights reports: Deal Conversion
• Insights reports: Deal Duration
• Insights reports: Emails Performance

See all 7 articles

Goals

• Insights: Goals
• How can I see the pie chart on my pipeline?
• Can I set goals for my teams?

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?

See all 7 articles

Recurring Revenue

• Recurring Revenue feature

List View Reporting

• Bulk-Editing and Filtering
• Exporting data from Pipedrive