Insights reports allow you to visualise your sales performance in Pipedrive. Here are the types of reports you can create:
Note: The number of Insights reports you can create depends on your plan.
Activity Reports
- Activities Performance: Track progress of activities by you and your team.
- Emails Performance: Track performance of all emails sent or received.
Note: Adjust permissions to see company/other users' data in Settings > Manage users > Permission sets.
Campaign Reports
Note: Campaigns is a paid add-on.
- Campaign Performance: Measure campaign performance using tracking and deliverability fields.
- Campaign Conversion: View deliverability stats like open, clicked, and spam rates.
Contact Reports
- People: Visualise statistics about your people contacts.
- Organisations: Track changes and developments with your organisations.
Lead Reports
- Lead Performance: Measure leads by status, source, and other fields.
- Lead Conversion: Track which leads are converting into deals.
Deal Reports
- Deal Performance: Overview of deals started, won, and lost.
- Deal Conversion: View conversion rates between stages or from open to closed.
- Funnel Conversion: View conversion rate between pipeline stages.
- Win/Loss Conversion: See win and loss rates by groups.
- Deal Duration: Identify where sales are slowing down.
- Deal Progress: Track deal advancement through stages over time.
Forecast and Subscription
- Revenue Forecast: Show trends in deal values.
- Subscription Revenue: Track revenue from recurring, one-time, or scheduled payments.
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