How Pipedrive custom reports work
Updated: Apr 20
A well-liked CRM application called Pipedrive aids companies in managing their sales pipelines and keeping track of deals. The ability to design unique reports is only one of the many things that set Pipedrive apart. Users can create data-driven insights tailored to their own company needs with custom reports.
In this article, we'll look at how Pipedrive custom reports operate and how they might aid organizations in making data-driven decisions.
Getting Started with Custom Reports
To create a custom report in Pipedrive, users must have admin-level access to their account. Once logged in, they can navigate to the "Reports" section of the dashboard and click on the "Custom" tab. From there, they can select the type of report they want to create, such as deals, activities, or users.
Customizing Your Report
Once a report type is selected, users can then begin customizing the report to meet their specific needs. Pipedrive offers a variety of customization options, including:
Filters - Users can filter the data included in their report based on specific criteria, such as deal stage, deal owner, or date range.
Columns - Users can select which columns to include in their report, such as deal value, contact name, or activity type.
Grouping - Users can group data by specific fields, such as deal stage or user, to get a better understanding of trends and patterns.
Sorting - Users can sort the data in their report based on specific columns, such as deal value or closing date.
Chart Type - Users can select the type of chart they want to use to display their data, such as bar graphs or pie charts.
Sharing Your Personalized Report
Users can quickly share a custom report with other team members after creating it. Users of Pipedrive can instantly share a report from the Pipedrive dashboard or export it as a PDF or CSV file. Team members now have simple access to the information they require to make wise decisions.
Why Custom Reports Matter
Custom reports can help businesses make data-driven decisions by providing insights into key performance metrics. By creating reports that are tailored to their specific needs, businesses can identify areas for improvement, track progress over time, and make informed decisions about their sales strategy.
For example, a business might create a custom report that shows the average time it takes to close a deal. By analyzing this data, they can identify bottlenecks in their sales process and make adjustments to streamline the process.
In conclusion, Pipedrive's custom report function is an effective tool that gives companies access to information about their sales funnel and enables them to make informed choices. Businesses may spot patterns, monitor progress, and make wise decisions that lead to success by tailoring reports to their unique needs.