KPI & Sales/Revenue dashboards

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Hossein Mohsenian_8278
Hossein Mohsenian_8278 Member Posts: 78 VERIFIED MEMBER
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edited July 2023 in Sales CRM #1

Hello everyone,

I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far.

Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox.

Can I have your opinion on any of the above if you have used them? Is there any other software which you recommend?

Cheers,

Hoss from Australia

@Brian Craighead @John @Dallas Team @Dean Prosser @Cynthia @Carl Pipedrive @Yassine Berrouj from Dear Lucy 🤩 @Pedro Mendes @Felicity Nolen @Bradley H. Couch @Nathan Danforth 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
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    edited February 2022 #2
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

  • Marcelo Silva
    Marcelo Silva Member Posts: 240 VERIFIED MEMBER
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    edited July 2022 #3
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    Coupler.io leva os dados para um google sheets e ai usa esta planilha como fonte de dados no Google data studio! A melhor para mim

  • Amina
    Amina Member Posts: 3 VERIFIED MEMBER
    edited September 2021 #4
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    Hey Hoss :)

    We are developing a tool that connects to Pipedrive and makes Dashboards /  shows KPIs on the fly without setup on your end.

    Still in Beta but ould love to show you and get your feedback !

    Amina from Paris :p

  • Don Packett
    Don Packett Member Posts: 6 VERIFIED MEMBER
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    edited September 2021 #5
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    We're currently using the Insights tool within Pipedrive. It doesn't cater for seasonal targets (yet) but still very good. Is it only PD data you're looking to report on or from other services too?

  • Shubhi Joshi
    Shubhi Joshi Member Posts: 10 VERIFIED MEMBER
    edited September 2021 #6
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

    Does that can work for lead inbox as well? 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
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    edited September 2021 #7
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

    Now that you can export leads data, it should work for Leads inbox too.

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited September 2021 #8
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

    Hey Amit, how are you mate? Have you tried Plecto or Dearlucy? 

     

    Plus how you compare Pipedrive advanced vs Pipedrive professional in temrs of dashboard features?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
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    edited September 2021 #9
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

    I have tried Plecto but it doesn't give me the flexibility that Tableau does. Haven't tried DearLucy but I imagine it to be similar to Plecto.

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78 VERIFIED MEMBER
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    edited September 2021 #10
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    I set up my client's dashboards using Tableau where the data is stored in Google Drive: https://bit.ly/ioradtableau

     

    Thanks Amit! 

    What about Pipedrive dashboard itself? I mean you get more 'dashboard' features on upgrading to PRO.

This discussion has been closed.