When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
Hi, I've seen this question many times from 2021 and still not answered. Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful! Thank you! Martin
I'd like to create a separate report or database of total companies with less than $1m in sales , can someone help me with how I can parse this data? Thanks
Hi guys, Can i create a report that will show me the ratio between those who booked a sales call and those who did no-show? if so, how can i create this report? i couldn't find the way to implement it I will be using a custom field for it. Thanks
Hello everybody, we are selling software licenses on a yearly basis. They do not renew automatically. Our sales-team has to trigger the process to get an order for extension. In the past we had a Deal for every order and extension. After a Deal was marked as won, the deal was duplicated, with expected date today+one Year…
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates. I have updated product and instalment dates but can’t get this to show on report. Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone…
Good morning. I'm wondering if someone can help me with pipeline deal values and forecast reports. Currently, when we set up a deal we annualise the potential contract amount so for example if the contract value is worth £100,000 annually that is the figure we would input into the deal value. However, the first order could…
I have a Reports Dashboard that highlights Year-over-Year changes in my company's Inbound Lead Generation data. For each year we've been using Pipedrive, there's a bar graph with 12 bars, showing the monthly totals of inbound leads. We've been using Pipedrive for four years, so that's four bar graphs in this dashboard.…
On the Dashboard in Pipedrive, there is reporting for all functions aside from Projects. I believe reporting on projects such as time in each stage, task completion rate, etc would be valuable for the company to track. Alongside leads, there is great value in tracking how successful projects are.
I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
It looks like you're new here. Sign in or register to get started.