In an effort to help you get the statistics you need easily, accurately and with the least amount of work on your part, we changed the way we present your company dashboard in the Pipedrive CRM.
We rolled several old reports into single new ones and unified the location of statistics, whether personal or company, to one location.
In the image above you will see how we have changed the drop-down menu. The old version is on the left, the new on the right. But what does this mean?
If you have been a keen user of our live dashboard, fear not.
All the stats you are used to finding there are readily available on the new company dashboard. The company and live dashboard of old have been rolled up into one.
From here it is easy to drill down into any aspect of your sales stats, filter by time, pipeline or team member.
We have also retained the ‘black-out’ feature, which is perfect if you like to keep the stats in a visible space on a screen in your office.
We decided to separate reports from other valuable information that you used to be able to find in personal statistics.
Don't worry, your personal statistics are not gone, they are now located in the drop-down menu in the top right corner, next to the settings.
The statistics tab is no longer part of the user profile. This has been replaced by the dashboard, which will allow you to filter through statistics data.
Our new dashboards and reports are coming to our mobile apps before the end of June.
We are also set to reveal some very exciting features over the next few months, so watch this space.
We’ll be rolling this feature out over the next two weeks, so keep an eye on your statistics page.
Happy closing ;)
This article was published on June 14, 2017. Product descriptions were correct at the time of publishing.
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