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How Pipedrive's customizable dashboard can be made to work for any size or type of business

Updated: Apr 20, 2023

Effective sales management is more and more necessary as firms expand. Businesses of all sizes may enhance their sales processes with the aid of Pipedrive, a potent sales management solution. One of Pipedrive's standout features is its adaptable dashboard, which can be customized to fit the demands of any organization, regardless of size or industry.

The Pipedrive dashboard gives you a quick picture of your sales pipeline together with information about the productivity of your team. You can add or remove widgets, modify the layout, and filter the presented data with the dashboard's full customization features. The following advice can help you make your Pipedrive dashboard work for your company.

1. Determine your KPIs, or key performance indicators.

Finding your KPIs is the first step in creating your Pipedrive dashboard. KPIs are the measures you use to gauge how well your sales process is working. The number of leads generated, the number of deals closed, the conversion rate, or the average deal size are a few examples of KPIs. You can add your KPIs to your Pipedrive dashboard once you've determined what they are.

2. Include widgets on your dashboard

You may add a variety of widgets from Pipedrive to your dashboard to track your KPIs. The number of deals in each stage of the sales process or the value of your sales funnel are just two examples of the data that is displayed through widgets, which are tiny boxes. Widgets can be added, removed, and rearranged to make a dashboard that is useful for your company.

3. Apply filters to concentrate on the information that matters.

You can use Pipedrive to filter the information that appears on your dashboard. Create a filter, for instance, that only displays deals that are nearing the end of the sales process. This might assist you in concentrating on the deals that have the greatest chance of closing and prioritizing your efforts accordingly.

4.Customize the layout of your dashboard

The layout of your dashboard can have a big impact on how useful it is. Pipedrive allows you to customize the layout of your dashboard, so you can arrange your widgets in a way that makes sense for your business. You might want to group related widgets together, or create separate sections for different parts of your sales process.

5. Displaying your team your dashboard.

Finally, it's critical to show your team your Pipedrive dashboard. By doing so, you can make sure that everyone is on the same page and pursuing the same objectives. Pipedrive gives you the option to share your dashboard with particular team members, ensuring that everyone has access to the data they require for success.

The Pipedrive dashboard is a strong tool that can be tailored to suit the requirements of any organization, in conclusion. You may build a dashboard that will enable you to more successfully manage your sales process by selecting your KPIs, including widgets, utilizing filters, modifying the layout, and sharing your dashboard with your team.

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