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Insights
Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports, so you know exactly what you have accomplished so far and what you will need to improve on in order to hit your targets. There are two sections to the Insights feature: The reports section will allow you to create a visual representation of your sales performance in Pipedrive. You can then add these reports to the dashboard section, a collection of reports customizable by each user to show exactly what you need to focus on.You’ll learn how to:
Set up a dashboard
Create new reports
Filter and group results by default and custom fields
Choose and set up your graph type
Adjust existing reports to your needs
Share your dashboard
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Sugerencia
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Contact sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 mins
Custom fields and filtering
3 mins
Deal rotting
2 mins
Detail view
2 mins
Filtering
4 mins
Goals
3 mins
How your data is organized
4 mins
Important fields
2 mins
Import data
5 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
Leads reporting
3 mins
List view
5 mins
Pipedrive's mobile app
9 mins
Pipeline view
3 mins
Products
4 mins
Revenue forecast report
2 mins
Revenue forecast view
2 mins
Sales inbox
3 mins
Scheduler
5 mins
