Knowledge Base
Progress
Tracking your statistics to prepare for your next steps.
Dashboard
- Insights feature (Beta)
- Shareable Insights
- 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?
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?
Click here to find out how to get in touch!
Looking for Training Courses and Tutorials?
Visit our Pipedrive Academy