Simple but effective sales reporting
Understand the reasoning behind your data and results. Why is one team member about to break a sales record while another can’t get a deal past the second stage of the pipeline? Are you on course to hit your yearly target, or do you need to make a drastic correction to your sales process? Our reporting reveals it all.
Our sales reports show you compact tables and beautiful charts that allow you to understand with clarity how your team is performing. Use Pipedrive’s reporting to compare individual results and identify opportunities for improvement, mastering statistics such as conversion rates.
Now that you can easily access your data, use it to set effective goals that will help push deals through the pipeline. At each stage of your sales cycle, you will be able to see your accomplishments and shortcomings in real time, and all incomplete goals are automatically carried over to the next period.
See the number of new deals added, average age of deals, number of open deals and stage-to-stage conversion for all of your deals in any time period. Applying custom filters to any report ensures you see the data you need.
If you sell multiple products or services, you can see key sales stats split by your products or services. Some examples include: sales volume and value, average discount and time in pipeline.
Declutter your real-time metrics and filter your dashboard to show only the most useful data for your company. Platinum subscribers can also create multiple dashboards, allowing them to access various data views whenever they need them.