Analytics

MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
How to get the Web Visitors to work on gatsby site?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…
Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I w
How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I would like to have an app that mimics the manual Export Data functionality at regular intervals, and writes that to a Google Drive in a CSV format. Flatly.io came really close, but it uses system field names as column names.
List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Products sales analysis
Hi there, After talking to your help team, it appears that there is no possibility to export products sales in an Excel document to analyse it. Indeed, we are using Pipedrive to realise quotes and sales, we have more than 600 products and no possibility to analyse products sales quantity over time... Could you imagine a…
Salytix sales dashboard Q&A
Hello, I represent the team at Salytix, who have created a real-time dashboard for you to have in your office, or on your phone. It simply displays your sales team's results in a day, week, month, and year fashion. Our product is currently under development, and we would love all feedback or any other questions about sales…
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Do you want to visualize your pipedrive accounts on a map?
Do you have a way to visualize accounts on a map? Are you tired of dealing with boring spreadsheets and seeking ways to adapt automated sales management and optimization? Are you struggling with balancing your sales territories optimally? Do you want to see where your resources are with respect to your accounts…
No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…
🚀🚀 Email marketing reporting you’ve been waiting for!
We’re happy to announce that from today, our brand new email marketing reporting tool – Campaigns Insights – will be gradually rolled out to all Campaigns customers! We’ve been working hard to bring a simple yet powerful analytical tool that allows you to: See a visual overview of campaign performance to improve your email…
See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
Measuring what marketing channels, campaigns and touches drives sales (aka marketing attribution): a
Measuring b2b marketing shouldn’t be this hard, right? But if you’re a small-to-medium-sized business using a mix of tools (say, Pipedrive for CRM, Mailchimp for email marketing, and website on Wix) you’ll have plenty of different reports and dashboards but none can tell you what's really driving sales. We recently ran an…
How can I track an existing customers web analytics on my website? ie what they are doing on my site
I would like to be able to see the activity of my customers when they go on my website like the pages they visited. This should be able to be done with cookies from email previously sent to them from pipedrive. I would expect to see this in the activity section of the person record? This is an example of another CRM doing…
Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
63 Essential Sales Statistics for 2021 📊
Has there ever been a time in sales like this? Not only have sales reps been working from home, but companies have had to shift to remote selling and adapt techniques so sales reps can reach their quotas from anywhere. Check out these 63 essential sales statistics for salespeople in 2021 and learn more about how the sales…
How to calculate sales volume variance and why it’s important 📈
Harvesting and analyzing data about your sales process helps you to understand where you’re succeeding and the bottlenecks slowing you down. One of the best ways to combine your data is to form sales forecasts, which help you understand if you’re seeing a period of growth or falling short of your expectations. One metric…
How to calculate incremental sales and what it means for your business 📈
Marketing is all about supporting and improving sales outcomes. By measuring incremental sales, marketing teams, sales managers and business owners can better understand the success of their promotional sales and marketing activity and direct future investment accordingly. With the pandemic receding, spending on…
Pipedrive Video Integration?
Hello all, I am new here. Can you suggest a Pipedrive-Video integration where I can embed Videos to emails campaigns in Pipedrive and then track video analytics as to how many people viewed the video!
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
Chatbot generated lead from what page?
Dear community Our chatbot works great. One specific Playbook is implemented on several pages of the site. We'd like to learn on which page a lead did convert. Is there any way to measure this? Alternatively I have to generate 20 identical playbooks, but with the respective title of each page where it got implemented. Ugly…
Measuring leads added to pipe - any ideas how?
Hi Everyone, A key metric for us is: What percentage of leads (from Leads Inbox) enter our sales pipeline? Pipedrive support have sadly said they don't have a way to measure this, but are planning to add Lead reports options to Insights. So...I thought to turn to the community! Does anyone have a hack to measure this in…
Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
How can we best keep track of lead sources and channels?
We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this?
Do you use the MEDDIC sales methodology? 💰
Check out this article: MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process , you might learn some interesting tips that will save you time and optimize your sales cycle. ➡️ Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.

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