Leave spreadsheets behind and play with your data in customizable reports and interactive dashboards
Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome.
Deal reports show how many opportunities your salespeople win or lose and why. Get insights on sales cycle duration and win rates to improve your sales process and make it more efficient.
Revenue forecast reports predict turnover and growth to help spot problems before they arise. Recurring revenue reports reflect customer payments that come in multiple installments, letting you accurately project revenue.
Activity reports track custom sales activities like emails, demos, calls or events. Focus on the tasks your team can control to watch sales unfold, then repeat the patterns that worked.
Track your most important reports and KPIs in one place with visual dashboards to monitor team progress at a glance.
Transform report metrics into visual displays so viewers can interpret findings at a glance. Drag, drop and resize your data into interactive charts to fuel smarter business decisions.
Share live dashboard links with anyone in two clicks to keep your team on track and external stakeholders informed. Trust live data – not exports or screenshots – for visibility that won't time out.
Set individual, team and company-wide goals, then track progress with real-time metrics on customizable dashboards and easy to read reports
Detailed goals are often easier to track and achieve, so you can add assignees, types, pipelines, expected outcomes, intervals and durations to goals in Pipedrive.
Let your salespeople know what to spend their valuable time on by setting team goals, then watch their progress in live dashboards to see if they’re on course.
Integrate your sales and customer data with your preferred reporting tool for joined-up information and insights
Collect and review the sales data specific to your business with custom fields and reports
Organize your salespeople into teams and gain useful insights into their performance