How do I find actionable insights for sales?

Pipedrive’s sales Insights feature lets you create custom reports, so your sales team knows what they’ve accomplished and what they need to improve. Watch this video to learn more.

How do I analyze sales reports?

With Pipedrive’s customizable sales reports, you can answer any sales-related question, as long as you choose the right metrics and filtering option. Learn more .

What are the benefits of using Pipedrive sales insights and reports?

Unlike other CRMs, Pipedrive gives you a bird’s-eye view of your sales activities and helps you optimize your sales process, plan ahead and forecast your revenue. Compare Pipedrive with other CRMs .

How do you use insights in Pipedrive?

There are three sections to the Insights feature: reports, dashboards and goals. The reports section lets you create a visual representation of your sales performance in Pipedrive. Add these reports to your dashboards section (a collection of reports customizable by each user) to show what you need to focus on. Finally, you can add goals and define them by deal, activity, assignee, duration and more. Add the goals as an extra layer on top of your forecasting. Compare Pipedrive’s pricing plans .

Sales CRM reports and insights

Sales reports to keep you in the know

Your CRM software contains information and data sources vital to growing your business and increasing profitability. To hone it properly, you need to leverage your CRM data with sales reporting software.

Pipedrive’s Insights feature, where you’ll find its interactive dashboard software, helps your sales reps recognize winning patterns so that they can optimize your workflow and marketing campaigns. It’s also easy to use, so you can become a bonafide data wizard in no time.

Full access. No credit card required.

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Helpful Insights features

SOFTWARE FEATURE

Customizable reports

Sometimes, using default reports doesn’t cut it. Each business is unique and needs activity, sales and crm reports to uncover the right insights and highlight specific objectives.

Pipedrive’s sales reports are entirely customizable. Use them to track default criteria like the number of new deals and recurring revenue and add custom metrics relevant to your business.

Filter and group the results to get a clear visual overview of your sales performance, reveal winning patterns and recognize sales bottlenecks. Efficient reporting and data analysis make life much easier for your sales team.

Includes:

Deal tracking

Revenue forecasts

Leads reporting

Custom fields and reports

Generate sales and crm reports based on the custom fields you’ve set up, using real-time data

Revenue forecast reporting

Strategize like a pro with a comprehensive overview of your predicted revenue

Performance reports

See the number of leads you’ve created, archived and converted into deals over time

Conversion reports

Track your leads-to-deals conversion rate by groups like lead source, creator and time period

AI report creation

Manually creating sales and performance reports can be tricky and time-consuming, requiring knowledge of custom fields and, sometimes, even special training. It can lead to frustration and mistakes when creating the required reports.

Thanks to our new AI-powered reporting feature, this is now a thing of the past. Our AI-powered reporting feature – also found within Insights – allows you to instantly generate insightful sales reports via text input in your own words. You can also choose from multiple pre-written prompts if you need help getting started – no more complex setups, no more guesswork – just instant insights at your fingertips.

SOFTWARE FEATURE

Sales dashboards and dashboard reporting

Confusing Excel spreadsheets, static charts and graphs are a thing of the past.

Pipedrive’s Insights dashboards and dashboard reports bring your sales to life. Turn your metrics and reports into charts, graphs and interactive tables. Create, customize and filter results your way. Insights’ dashboard design ensures you’ll have all the right data at your fingertips thanks to its clear data visualization.

Dashboard reporting tools help sales managers track their team’s performance, discover winning strategies and react to bottlenecks in real time. Greater business intelligence also means better decision making.

Share any live dashboards with other stakeholders – whether they’re Pipedrive users or not – with just one click.

SOFTWARE FEATURE

Goals

The less concrete and detailed your goals are, the harder it is to track your progress and meet your objectives.

Pipedrive’s goals feature helps your team stay focused and pave the way to success. Create goals based on deals or activities and specify them by adding assignees, types, pipelines, durations and intervals. Set value- or count-based tracking metrics on top of your forecast.

SOFTWARE FEATURE

Forecasting

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 reports forecast your projected revenue. Use the expected close date or the won date of a deal or create your own custom fields. Focus your efforts on which actions you need to take to meet your revenue targets.

Deal velocity reports

See which accounts generate the most revenue, how many opportunities your salespeople win or lose and why

Team performance

Organize your salesforce into teams and gain valuable insights into their performance

Dashboard sharing

Create your own dashboards and share them internally or externally

Open API and integrations

Develop custom features for free with our RESTful API and customize your Pipedrive experience to your heart’s content

Join over 100,000 companies

Insights and reports features to help you focus

Sales dashboards

Keep track of all essential metrics

Sales reporting

Uncover your company’s winning strategies

Teams

Manage teams efficiently, gain insights into their performance and set goals

Recurring revenue

Track and project recurring earnings over time

Sales forecasting

Predict your expected revenue and plan accordingly

Insights and reporting core benefits

Get a live overview of everyone’s performance
Determine team and company goals
Forecast revenue
Make informed decisions
Customized dashboard and reporting tools to suit your business needs
Share live dashboards with real-time information with just a click

Core measurable KPIs

Personalize your core KPIs based on your job role and goals. Measure the number of deals in your sales pipeline, win rates, average deal size, the average time to close and much more. Learn more about this.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Insights and reports FAQ

There are three sections to the Insights feature: reports, dashboards and goals.

The reports section lets you create a visual representation of your sales performance in Pipedrive. Add these reports to your dashboards section (a collection of reports customizable by each user) to show what you need to focus on. Finally, you can add goals and define them by deal, activity, assignee, duration and more. Add the goals as an extra layer on top of your forecasting. Compare Pipedrive’s pricing plans.

Sell more. Pay less. Try it free!

Full access. No credit card required.