Your CRM is full of information and data that is vital to growing your business. Yet owning the data and honing it to extract sales insights are two different things. The key to your success lies in leveraging your CRM data via sales reports.
Sales reports help you understand what product worked best last month, why your closing rates falter and what’s the secret of that one sales rep who never fails to meet his quarterly goals. In short, they help you recognize winning patterns and optimize your entire workflow.
Pipedrive’s sales insights is a feature that helps you understand data and translate it into action. What’s more, it’s so easy to use that you’re bound to become a bonafide data wizard!
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Sometimes, using default reports is not enough. Each business is unique and needs its sales reports to uncover the right insights and highlight certain objectives.
Pipedrive’s sales reports are entirely customizable. You can use them to track default criteria like the number of new deals, recurring revenue or average age of deals as well as any custom metric that’s relevant to your business, then filter and group the results to get a clear visual overview of your sales performance, reveal winning patterns and recognize sales bottlenecks.
Generate reports based on the custom fields you have set up for your teams, products or industry
Confidently plan ahead with a comprehensive overview of your predicted revenue and make adjustments on the fly
See the number of leads you’ve created, archived and converted into deals over time
Track your leads into deals conversion rate by groups, such as lead source, creator, time periods, etc
Confusing Excel sheets and static charts are a thing of the past.
Pipedrive’s sales dashboards bring your sales to life by turning your metrics and reports into visual charts and interactive tables that allow you to create, customize and filter the results your way.
Sales dashboards help you track your team’s performance, discover winning strategies and even react to bottlenecks in real time. You can share any of the live dashboards with other stakeholders, Pipedrive users or not, with just one click.
Effective goal setting is a great habit to embrace if you want you and your team to maintain the right focus. The more concrete and detailed you are, the easier it is to track your progress and, ultimately, meet your objective.
Goals in Pipedrive are either deal or activity-based, and you can further specify them by adding assignees, types, pipelines, durations and intervals. You can also set the tracking metrics, either as value- or count-based. Lastly, and to align your expectations, you can even set goals on top of your forecast!
Forecasting revenue is crucial when it comes to planning sales and marketing strategies. A clear sales forecast can help you make the right business decisions, prioritize deals and allocate resources to meet your goals.
Pipedrive’s CRM report forecasts your projected revenue using the expected close date or the won date of a deal. Alternatively, you can create your own custom fields. Either way, you can focus your efforts on actions you should be taking, e.g., which deals need to be closed to meet your revenue targets.
See which accounts bring the most revenue, how many opportunities your salespeople win or lose and why
Organize your salespeople into teams and gain useful insights into their performance
Create your own dashboards and share them internally or externally
Develop custom features for free with our RESTful API and customize your Pipedrive experience to your heart’s content
You can personalize your core KPIs based on your job role and goals. Among other things, you can measure the number of deals in the pipeline, win rate, average deal size, average time to close, lead response time, follow-up rate, time spent selling and many more. Learn more about this.
Pipedrive’s sales insights feature allows you to create custom reports so you know exactly what you have accomplished so far, and what you need to improve in order to hit your targets. Watch this video to learn more.
Unlike other CRMs, Pipedrive not only gives you a bird’s-eye view of your sales activities, it also helps you optimize your sales process, plan ahead and forecast your revenue. Compare Pipedrive with other CRMs.
There are three sections to the Insights feature: reports, dashboards and goals.
The reports section allows you to create a visual representation of your sales performance in Pipedrive. You can then add these reports to your dashboards section, a collection of reports, customizable by each user to show exactly what you need to focus on. Finally, you can add goals and define them: by deal/activity/assignee/duration etc. You can add the goals as an extra layer, on top of your forecasting. Compare Pipedrive’s pricing plans.
Full access. No credit card required.