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?
• Can I open the Dashboard outside of Pipedrive so that I don't need to log in?
• How is currency converted in the Progress tab?

See all 9 articles

Reports

• Reports
• Reports: Activities Effort
• Reports: Pipeline Performance
• Reports: Sales Performance
• Revenue Forecast Report
• How can I customize the Reports for my data?

See all 12 articles

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 11 articles

List View Reporting

• Bulk-Editing and Filtering
• How can I reassign items owned by a deactivated user?
• How can I track recurring revenue in Pipedrive?
• How can I export data from Pipedrive?

Goals

• Team Goals
• Goals
• How can I see the pie chart on my pipeline?
• Can I change the date from which a goal begins tracking?
• Can I set goals for my teams?
• Why aren't my deals being counted towards my 'value' goal?