Note: The number of Insights reports you can create depends on your plan.
Insights reports allow you to visualise your sales performance in Pipedrive. Here are the types of reports you can create:
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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