Pipedrive’s new activities performance insights enable you to keep track of your team’s progress, spot when a colleague needs help and plan ahead for the activities that need to be completed.
Get an insight into how your team is progressing with their sales activities with the new activities performance dashboard.
Located in the Insights section of Pipedrive, this feature enables you to create, adjust, view and share visual representations of your team’s sales performance.
You can view activities on a daily, weekly, monthly, quarterly or yearly basis, or even set your own timescale. Here are just a few examples of what you can use activities performance insights to see:
Use filters to view the metrics you want to see
To view progress on any different activity you just have to add filters. Here are some examples of the filters available, which are all color-coded to make it easier to view your data:
There are also two ways you can filter the tasks data to choose how you view your results:
Create charts to help you understand the data
You can choose the chart type that you prefer to visualize the data, whether it’s a column chart, bar chart, pie chart, scorecard or table.
Once you’re happy, you can save it, add it to a dashboard and share it with your colleagues. You can even save as new if you want to keep the original chart as it was and compare it to the new one.
Here are some of the many potential ways you can use activities performance insights:
Dashboards don’t just have to be all activity charts or all performance charts. Mix and match your metrics to get a more complete picture of how your activities impact your sales.
The chart in the first bullet above, for instance, could be added to a chart with most revenue made in a month, so that you can better judge which activities have the biggest impact and which reps are the most efficient.
Activities performance insights is available to all our users across our four pricing plans. You can find out more in our Knowledge Base article.
This article was published on August 10,2020. Product descriptions were correct at the time of publishing.
Start or continue the conversation with like-minded sales and marketing professionals on our Community.Join our Community
A sales dashboard helps you manage data and key metrics to measure your team’s performance. Learn how to design and build your own with a free excel template.
Gross and net sales are key indicators of your business performance. Learn how to calculate each and how to use them to improve sales processes and outcomes