Feature Release: Reporting You Can Use to Actively Drive Sales

Statistics to drive sales success

We know nothing divides opinion quite like reporting sales numbers. Some people absolutely love coming to grips with statistics while others dread wrestling with numbers and figures. Whether you’re a sales manager compiling reports or a salesperson submitting the information that will form the basis of reports, a clunky, laborious system is the last thing you need. You want the right information quickly and easily.

We get this. That’s why the team here at Pipedrive has been working around the clock to improve our reporting systems. We’ve automated some sections, expanded others and generally retooled the way the whole system works. We know simply seeing the results is not enough; you need to see the reasons behind the results and the actions you can take to control them. You need deep visibility into your pipeline, into what makes it work and what issues need to be fixed. That’s why our new reporting system lets you actively manage the sales process, rather than retroactively trying to fix what went wrong.

But enough talk, let’s get right down to the nitty-gritty.

The Deals Won view is just the start

New won deals, Pipedrive, sales crm

The new Won Deals page is extremely comprehensive

We now show sales results in a more comprehensive and flexible way. You can easily customize the period you’d like to view, drill down to individual members of your team and look at the monetary value or volume of deals.

The Won Deals feature allows you to see which members of your team drive the most sales, who needs a bit of guidance and coaching and what actions you need to take to steer the good ship Sales Success in the right direction.

Learn as much from the deals you didn’t win

Deals Lost view in Pipedrive

The new Deals Lost view is brimming with info

Of course not all deals are won, and we often learn as much from failure as we do from success. With Deals Lost you can drill down by individual and compare vs. selected previous periods to accurately measure and see results by stage, giving you a clear view of where you need to make changes.

You’ll recognize trends early and be able to spot when a competitor starts invading your territory and eating your lunch. Read more on that here.

Use sales reporting to actively manage sales

Pipedrive, sales, CRM, activities, statistics

Drill down into the activities view

It stands to reason that simply looking at your results is not enough, which is why we give you visibility into the dynamics of actions that drive the results. Sales actions completed and new deals added are often the most important components that directly influence sales. To actively manage your sales process you need visibility into every aspect of your pipeline.

The new reporting feature gives you instant access to:

  • Sales activities planned/added
  • Sales activities completed
  • New deals added

You can look at both the total number and monetary value of new deals started, see which team member started them, and how this compares to previous periods.

Example: If you know for your business every sales rep needs to add 10 new opportunities a week, then you’re able to identify early on if someone is about to fall behind. Or if a team member’s “new activities planned” has dropped below previous periods, you can investigate whether this indicated reduced conversion or follow-up activities not being scheduled.

Pipeline conversion analysis

Deal conversion, Pipedrive

Total clarity in deal conversion view

We know any team worth its salt will look at these stats as a matter of course. For the true sales junkies and stats addicts, we now enable pipeline conversion analysis.

  • See overall conversion rates and how it varies from person to person
  • See stage to stage conversion. Clearly see where the pipeline flow is easy and natural and where you may have a roadblock.
  • Compare how conversion has changed over time by people and by stages
  • Look at conversion based on monetary value vs. volume

Example: You see that salesperson No. 1’s conversion rate from “Offer sent” to “Verbal yes” increased by 40% in the last 12 months whereas other team members haven’t changed their rate or, even worse, have been decreasing their rate. You can work with that to understand whether salesperson No. 1 is doing something the whole team can learn from.

A host of other upgrades and fixes

Once you discover the new reporting feature, you’ll notice many tweaks we cannot expand on here, which is not to say they’re not important. We’ve been busy with the following:

  • See what’s behind the numbers — just click on the number and see what deals/people are driving it
  • Everything should be easier to use, with all data presented in a clearer way

As always, our knowledge guy, James Campbell, has created a super guide for this whole process, which you can see below. We also have a nice and informative FAQ, which should answer most of your questions.

You will note that we’ve gone ahead and switched your account to the new view, so you can get started immediately. 

What lies ahead?

We’re not done yet. We’re working on making it easier to compare individual team members to the whole team, add functionality that increases visibility into pipeline momentum (movement of open deals) and much more in the future. Watch this space.

Join Pipedrive CTA

Martin Henk

Co-Founder, Head of Product Management

  • Canuckle

    Can I pull this data out and view in Spotfire or Tableau?

    • Martin Henk

      Hi,
      Not just yet. But we will be releasing the API endpoints powering this feature in the near future.

    • hey, we have built Import2 Express that can help you with exporting Pipedrive reporting data into Dashboard or BI solution of your choice. Give it a try at http://www.import2.com/express/pipedrive

  • KMandT

    Martin – this a a really cool feature! Thanks for adding it.

    Is there anyway to export this information to a PDF?

    • Martin Henk

      Hi,
      Thanks! Glad you like it. Right now there’s no way of getting it exported into PDF. Other than taking a screenshot. Which is not ideal, we know. Hopefully we can add exporting functionality in the future. First we wanted to get the results in the hands of the users.

    • Luis Michael Orts

      @martinhenk:disqus

      I WOULD LOVE this feature… The screen shot is kind of a pain.

  • Candy from Sunna

    it’s a view on business amounts but nothing on business by products …very hard to extrate a list of current or past leads by defined pipeline and identified products.. except my mistake, we cannot made a request on these 2 channels.. thanks for help
    Candy from Sunna

    • Martin Henk

      Hi Candy,
      We know statistics per products are very much needed. And we’re by no means done with the metrics feature. Hopefully we can add this soon.

  • Marty Ware

    Very informative.

    • Martin Henk

      Thanks! Glad you like it

  • Martin

    The value of the deals is in US Dollars! Why are they not in the base currency selected for the company?

    • Martin Henk

      Hi Martin,
      We convert all the values into the default currency of the user looking at the statistics. Since we support multiple currencies we had the difficult choice to either make all the reports show each currency separately or convert them. We chose simplicity of course. You can change your default currency from the main Settings page.

      • Martin

        Hi Martin,

        My locale is UK and Default Currency is already Pound Sterling (GBP) – is there something else to change?

      • Martin Henk

        If you see them in a different currency from your default one please change your currency to something else and then back to your regular one. It will be fine then. It appears to be an issue with the settings cache. We’ll fix it asap, but until then this simple trick will help.

        • Martin

          Thanks Martin – GBP now showing.

    • AK

      You can change it. Check up in settings

  • Joseph Jenkinson

    This is GREAT! Thank you for developing this area of Pipedrive.

    One suggestion that is huge for us: The ability to omit a particular lost reason from the report.

    Here is the reason why we need this feature: We have many inbound leads and some of them just are not qualified. Right now we have to delete these leads or they will affect our close rate numbers.

    Thank you in advance!

    • Martin Henk

      Hi Joseph,

      On one hand I get the reluctance of marking these unqualified deals as lost. On the other hand now that you have great visibility into the lost deals it would be easy to dismiss them. I’m thinking you probably lose most of them between the first and second stage in the pipeline anyway?

      We will definitely discuss this with the product managers and designers though. It would be simpler for you to dismiss these lost deals based on the lost reason if Pipedrive did that for you 🙂

    • Kelly Kuhn-Wallace

      Add an additional pipeline to your set-up called “lead generation.” Make the end stage of it “qualified.” When you have established that a, inbound lead is qualified, you can go ahead and switch these deals into your “real” sales pipeline. It’s not a perfect solution, but it prevents having anything but qualified prospects in your sales pipeline. In reporting, you’ll want to look at the sales pipeline metrics separately from the lead gen pipeline metrics.

      • Ieva

        Hi, This is actually good solution and we are using it now, it is convenient for both lead gen. and Sales. Just with those changes I have lost some easy to access statistics, like moves between stages. As working with lead gen. there are no won deals, just those who move to “qualified” stage and then to sales pipeline. So to see some statistics, I need to create filters, but it doesn’t give much sense of lead gen. funnel and conversions between stages. Please consider to add in statistics something for moves between stages and would be awesome to see something like conversion rates after moving to sales pipeline as in those cases owner of deal are changed and again some additional filters to find it. Also metrics for origins would be helpful for those working with leads.
        And Thanks for awesome Pipedrive, you rock!

        • Martin Henk

          A separate report for deal progress is coming soon.

        • Kelly Kuhn-Wallace

          Hi Leva, My client had the same issue exactly…. Until Pipedrive has a different solution, we put in an inelegant but effective solution. Writing it out (sorry — longish) because it might be helpful for you. 1) When a lead in the lead gen pipe is qualified, “clone” or “duplicate” it. 2) Rename the cloned deal by adding a”LG” to the end of the existing deal. 3) Mark this deal as a win. 4) Choose a win reason field. (This field is custom.). 5) Promote the original record to the first stage of the deal pipeline immediately. 6) Change the ownership of the deal if required. (This allows lead gen reps and BDR’s to set up and hand off deals to sales.) Continue as you usually would. The new deal will have the properties of the old deal — length, source, lead generated by) but will get overwritten by new data from the local user. There are some quirks to this process, but you can at least figure out who did what, a big perk in a lot of businesses!

          • Ieva

            Hi Kelly,
            Sounds good, but I think that this will mess up some won deal metrics as average deal size, I know we can look at different pipelines separately, but for whole team it will be lower than actual. I believe we will continue using it as before, by filtering deals that have been in “qualified” stage until new progress report is coming.
            @martinhenk:disqus thanks for update!

  • Guy

    HAAAAAAAAAA !!! THANK YOU !!!!! We were waiting for something like this since a long time. 🙂

    • Martin Henk

      I’m glad to see you excited for the new statistics! 🙂

  • ADRIAN IRIAS

    Congratulations!… I like much better this feature.

    Comment regarding notifications – I’ve tried to customize what notifications I want to receive, but there is no filter for that.
    For example, I would like to receive a Deal Change in stage, but not some of my user’s programmed a call for a customer (which I only consider information that hides the really important notifications).
    That would be a good feature to develop.

    However I love Pipedrive.

    • Martin Henk

      Hi Adrian,

      Thanks for the feedback! We know it’s an issue and will certainly come up with a solution for it in the future. Can’t promise any dates yet though.

      You could set something like this up with Zapier.com though. It requires a bit of settings things up, but it’s doable… please contact our support if you’d like to learn more about this option.

      • ADRIAN IRIAS

        As always,
        I thank you guys for being persons behind your product/service, always responding and being in touch with us. I like to use your platform and will continue doing.

        Regarding zapier.com; I better focus on my business and wait for your notifications customize tool whenever you develop it.
        Regards,

        Adrian

  • mmoretto

    Good update. I’m going to check it better..
    Just first indication. Could be good to get data shown even for “all pipelines”

    • Martin Henk

      Thanks! Most of the reports are available also for all Pipelines. The only one that’s not is the pipeline conversion report that’s very much dependent on stages.

  • FrederikKrass

    Hey – great feature! Would it be possible to also pick custom periods instead of only last month, or last quarter?

    Cheers and keep up the good work.

    • Martin Henk

      Thanks for the kind words! Custom periods make a lot of sense. I’m pretty sure they will be added soon.

    • Martin Henk

      Hi,
      We’ve added custom periods now

  • Anthony King

    This is Awesome!! Dont forget to keep adding features to the app. I’m a road warrior & 90% of my pipeline interactions happen on my ipad/iphone

    • Martin Henk

      Thanks! And we’re working hard on our mobile apps as well. There’s some great stuff cooking for both iOS and Android at the moment.

  • Michael Hryb

    This is a very good upgrade. The previous reporting metrics were lacking. I’d like to see the tracking of closed sales (or even other pipeline stages) reported with the salestage targets. This would allow us to see the performance compared to sales quotes (or whatever sales stage quotes are assigned). GREAT STUFF !- we love your product

    • Martin Henk

      Thanks! Glad to hear you like it. Adding goals to the reporting makes a lot of sense. Hopefully we can do this soon.

  • mmoretto

    Stats should use currency set on option. We settles currency in € and stats shows data on $

    • Martin Henk

      Sorry about that! It’s a temporary glitch with settings cache. If you change your currency from Settings to something else and then back to € it will be in Euros from then on.

      • Henrik Wassmann

        Where do I change currency under settings?

        • Martin Henk

          Please click on your own name in the top right hand corner, select Settings, Personal, Profile and scroll down a bit. Please see the screenshot for reference

          • Henrik Wassmann

            Dear Martin

            Now it works but unfortunately it show the numbers wrong with decimals like 9,95 kr. instead of 10. I do not know why this happens?

          • Henrik Wassmann

            Hi again

            I just found out that I can do my own currency. We use numbers for sold cars and not currency. Can I change kr. to another currency?

          • Henrik Wassmann

            Did you get my question regarding if can change all my current currency (Danish kroner) to another custom made currency (Numbers of sold cars) ?

          • Martin Henk

            Hi,
            It’s easy to do one by one. It depends on the number of deals you have of course. If you need to do it in bulk it’s possible but not trivial. I mean changing the currency while keeping the amount.

            One way is to make sure the ID column along with value and currency columns are visible in the deals list view, export the list into a spreadsheet, edit the currency columns and import it back into Pipedrive to update the deals. With the ID columns available it should be very doable.

            Please do contact support if you need additional help with this

          • mmoretto

            Of couse i’ve checked that setting. It’s settled using euros..but on stats the currency is in $

          • Martin Henk

            Sorry about the confusion. Please change the setting to something else and then back and the currency issue will be fixed.

  • Kelly Kuhn-Wallace

    A lot of great improvements here — thank you! One thing my client needs is more reporting by product. Is that in your near-term road map? It’s critical.

    • Martin Henk

      Thanks! We know it’s needed and we’re thinking about it. Pretty sure it will be added in the future

    • Ashley Milne

      We’ve been collecting report templates for Pipedrive to solve some of these issues in the comments here. Take a look at the Product report here and let us know if this is what you had in mind. (https://www.import2.com/express/report-library/3-products-associated-with-current-open-deals)

      • Kelly Kuhn-Wallace

        Thanks, Ashley! My client engagement is complete, but I’ll let them know this is available — I think this will be super helpful to them. Are the canned product reports that go into import2 editable?

        • Ashley Milne

          That’s great to hear! The canned report filters are set, however you can create your own custom reports for Products (or any other record) within our platform.

  • Dan Tisone

    Excellent reporting tool! It would be awesome if we could get the same type of reporting for Product analysis to assist with supply chain management. Example: Qty of a Product in each Sales Stage bucketed by month 🙂

    • Martin Henk

      Thanks! I can say that the product manager in charge of this feature wants the per product stats almost as much as you do. So there’s hope.

  • Simply loving it! Great job!

    • Martin Henk

      Thanks! We’re so glad you love it.

  • Karo Hambardzumyan

    This is one of the best additions, thank you! Is there a way to get pop-up notifications for activities due? It would be fantastic if this was available on the mobile.

    • Martin Henk

      Thanks for the kind words! It’s currently not possible to get notifications without any 3rd party apps. We know it’s needed and are thinking about it.

  • Ryan Delon

    Any chance you can customise the won / loss feature – So for example if you drag a prospect to won it gets added to another designated pipeline or if its lost its allocated to a churn pipeline? So from a reporting perspective we can take advantage of the stats. ATM we are not using this feature as we are using Pipedrive for sales and account management.

  • Ryan Delon

    This is a great update but it appears this has not happened on our account.

    Also is there any chance you can customise the Win / Loss feature. Because we are using Pipedrive for sales and account management. It would be handy to drag a prospect to Won and have that end up in a new pipeline like ‘Trial Users’ example, same with Loss to ‘Churn’ Pipeline. This way we can really maximise the reporting feature. ATM we are simply not using the Won / Loss feature as this eliminates the deal card from the pipeline view.

    • MB

      Have you tried Zapier? We have been happy using Zapier to create actions like that.

      • Ryan Delon

        I have used Zapier for integrating email marketing with Drip.

        How would Zapier work for customising the win / loss feature?

  • Jeffrey Atizado

    Thank you! Great job on this one. All of the new reports are welcomed.

    Will there be the opportunity in the future to be able to add a custom field to create pivot tables from these reports?

    The one metric we desperately need to report on is ‘Deal Source’. We need to be able to track Where deals are coming from, how many are created, how many are won and conversion rate etc…

    This is extremely important sales information to be able to see which sales channels are driving leads and which channels drive better conversion rates.

    Can we see this functionality added?

    • Jeffrey Atizado

      Also, another use case is we sometimes have marketing activities like tradeshows where we generate a large number of leads. It would be great to be able to report on these leads separately to see how effective the marketing event was.

      • Kelly Kuhn-Wallace

        Jeffrey, it is already possible to create a custom field called deal source, it is possible to report on deal source effectiveness now with a little more work in excel. Pipedrive isn’t ideal for tracking marketing activity, but you can do it.

        • Jeffrey Atizado

          Hi @@kellykuhnwallace:disqus thanks for your reply. Ive already created the custom field, but is there any plans to make this field or any other field available to filter as pivot tables in your sales reports? These marketing activities are effectively sales channels. It would be useful to see a specific break down of where leads come from so you can determine close ratios across different sales channels without having to export to excel.

    • Jeffrey Atizado

      @@martinhenk:disqus can you comment if this feature is planned in your roadmap?

      • Jeffrey Atizado

        @martinhenk:disqus any comment on the above? Thanks.

  • Felipe Cabrera

    Great job!!! At the office we were actually finishing some reports in Excel (all from Pipedrive data) for the Sales dept., but you guys have done it better than us!!

    Keep improving!

    • Martin Henk

      Great to hear that, Felipe!

  • MB

    Love using pipedrive even though we don’t have a sales team. Hope to see this expanded soon to include:
    – add “Deals Open” under Pipeline Performance so we can track the value of the pipeline in a similar way
    – ability to filter by custom fields (e.g., the different industries we work in, different services, lead sources, etc.), e.g., by adding a drop down menu beside the By Users, By Users Over Time, etc.
    – similar to another’s request, to have the option to include only some of the pipeline stages in the results so that we can see the win rate for qualified leads, how many qualified leads were started, etc. (we were hoping not to use separate pipelines for that since our non-sales staff might forget to watch multiple pipelines).

    This feature is a great improvement. One thing I couldn’t figure out though was the Value Sum doesn’t appear to be the sum of the unweighted or weighted deals…. e.g., the “Sum of Lost Deals” does not add up to the sum of the individual value of lost deals shown if you click on it to drill down and similarly the “Sum of Deals Started” doesn’t match the unweighted or weighted sums shown in the next drilled down window. Thanks!

    • Jeffrey Atizado

      +1 to filter by custom fields ie: lead source and industry

  • Carlos Guerreiro

    Hi,
    This is something i really missing before, so tks for this great feature.
    But… you are forgeting the Europe people?
    Even if i have my pipedrive configured for euros, the graphs only have the $ simbol 🙁
    i believe this is a easy thing to fix.
    Thanks

    • Martin Henk

      Hi Carlos,
      Thanks! The dollars conversion is a temporary glitch with settings cache. We’re working on a fix, but the quickest way is for you to navigate to Settings and change your default currency to something else and then back to Euros and it will be fine from then on.

      • Carlos Guerreiro

        Tks, it worked 🙂

  • Joe Espana

    Martin, this is terrific. great development. As an idea, have you thought of a prospect ‘scoring’ and ‘grading’ function such as Marketo or Pardot do? This would be a great way of focusing sales effort on really hot leads that meet target criteria. Would really love to see this integration. Pipedrive rocks!

    • Jeffrey Atizado

      +1 for this feature. We add a ‘probability %’ to the deal title but this doesnt give us the ability to filter by hot leads.

  • Josh Baker

    This is neat! I wonder if you guys could work on allowing sales people to see the organizations of each sales person, but not the deals, too. In other words, I want our sales people to see the organizations so they don’t call on someone else’s account, but we don’t want them to get into another sales person’s deals. We were told that the app could do this, but that there was a bug in the system when we asked about it…Thanks. JB.

  • mmoretto

    What happened on graphs? Since 2 days they are black and label can’t be readable.

    • Martin Henk

      Sorry about that! It’s a bug and the engineers are already working on a fix. Should be fine very soon already

  • Michael Draxler

    Dear pipedrivers,
    îf you now could add the option to download those statistics, both in excel/CSV format and the nice graphs, that would be a neat addition, least say completion of the whole feature.

    Thanks a lot in advance. BR, Michael

    • Martin Henk

      Hi Michael,
      We’ll definitely keep on working on the new statistics and exporting functions are surely one of the features we’re considering.

  • Claire Michard

    Hey @martinhenk:disqus , thanks for this great upgrade. Sure we’ll use Pipedrive’s reporting from now, instead of the Google sheets we used to manually update each week. I think the next step will be to add filters on custom fields like “Deal source”. It will allow us to measure the conversion of our marketing generated leads.

    • Martin Henk

      Thanks! I’m glad to hear you’ll be able to save time with the new reporting.
      Using custom filters in the Statistics is something we’re considering for sure. Can’t promise anything at the moment though.

  • Michele Dotterer

    This is a great improvement, however, you need to make it easier to export these images for reporting purposes. I would like to be able to click on the table and export it as an image. Also, I would like to click on the image and export the data behind it, not just view it. Finally, your export of excel should also create a pivot table, automatically. Headers and data should automatically fit without having to do all of this work once I am in Excel. I am looking forward to more improvements. Oh, also, I want to be able to put in individual monthly, quarterly and annual revenue goals by rep.

    • Martin Henk

      Hi Michele,
      Thanks for the feedback! It definitely makes a lot of sense. I’ve passed this on to the product manager in charge of the new reporting. Would you be willing to have a quick discussion with him about your specific requirements one day?

      • Michele Dotterer

        You bet!

    • Richard Williams

      Ditto on the need to export an image for reporting. We build dashboards for execs and being able to include key summary info from pipedrive in their decision support system (powerpoint 🙂 ) would be VERY helpful, vs. screenshots. – Awesome job!

  • J. Casey Steele

    How do I go back to the pipeline metrics view that was previously available?

    • Martin Henk

      Hi,
      Unfortunately that will not be possible. We’ve discontinued this old view and are deleting it from our code completely.
      May I ask why you’d like to access it again? Is there something missing from the new views that was available in the old one?

      • J. Casey Steele

        Yes, our deals move from one pipeline to another without being marked won. Seeing the movement of deals that have NOT been marked won yet is very important.

        • Martin Henk

          I know it’s a bit of a pain, but it would be possible to switch from the new reporting to the old one from Settings, Features. You could then see the old pipeline metrics and switch back to the new one again.

          We disabled the old pipeline metrics because most users were confused by it and were trying to learn results from it that are much better presented in the new conversion report.

          • J. Casey Steele

            Yup, you guys sent me a email about that last week. I made the change back to the old view. I 100% agree that results (Won/Lost) are much better presented in the new report. It is quite impressive. However, in my business, I track results vs production and progress. Thank you very much for your help! Appreciate everything you guys do at PD.

          • Gary Cheng

            For the record, I’m with J.Casey Steele. We rely on seeing pipeline metrics for deals that have NOT been marked won/lost yet. That said, I think the issue could easily be solved if you added the option on the new pipeline metrics to view Open Deals so that it’s not locked into only being able to view Concluded Deals. Thanks for your good work!

          • Martin Henk

            We’re working on a separate progress report for open deals. I’m sure it will be many times better compared to the old pipeline metrics page and at the same time will keep the conversion metrics page that we have now from getting too complex again. Don’t really want to promise any specific dates, but it should happen some time in June

  • Autumn Matahum

    Hello how can I go back to the old pipeprive company statistic because I need details for each person in the company.

    • Martin Henk

      It’s possible to go back to the old statistics version for the time being from the Settings, Features page. Eventually the old functionality will be removed completely, but you’ll be able to move back and forth for a while still.

  • Autumn Matahum

    Question” about the date how can I custom the date?” Please respond

    • Martin Henk

      Hi,
      We’re working on a custom time range option. Should be available soon.

  • Autumn Matahum

    In old pipedrive metrics I can custom period the date but in your new statistic. I can’t? Can you help me with this?

    • Martin Henk

      Hi,
      It’s possible now

  • Todd LaVine

    One thing we seem to have lost visibility too is being able to see how many deals that move from one stage to the next. With the old view I could always and easily see this detail. My stages are simply labeled 5, 6, 7, 8, 9, and 10. I could quickly see from the time period selected how many deals moved from a 5 to 6 or a 6 to 7, etc. This is a huge issue to me. Can I find this data anywhere else? Please advise.

    • Martin Henk

      Hi Todd,
      I’m sorry for the trouble. We had to turn this off as most users weren’t using the pipeline metrics page the way you do. And they will be much better served by the new conversion report.

      I understand it’s a bit of a pain, but you could switch back to the old reporting from Settings, Features to see the old pipeline metrics and then switch back again.

      We’re working on a new and much improved version of deal progress report. But until it’s ready it’s the best I can offer.

      • Neil POLWART

        I really liked that page… its really frustrating when people discontinue features.

    • Cristiano Wuerzius

      Same here, Todd! Seeing the flow of deals from one stage to the other was (is) one of the most important metrics Pipedive offered. Hope it comes back soon!

  • Fabio Melo Duran

    I didn’t find out how i customize the period i want to see the report. We use, for example, the last 16 weeks, how do i do it in this new version? See at the picture that i can’t customize, now i can only use the periods that pipedrive gives to me.

    • Martin Henk

      Custom date ranges are in the works currently and coming soon

    • Martin Henk

      Hi,
      You can now select a custom period for your reports.

  • Jarkko Järvenpää

    Hi,

    Is it possible to see average age of all deals anymore from anywhere? I’ve used to get a hunch how valid all the deals are.

  • Anne Marie Turner

    Hey Martin,
    Some great new features – thank you. Some requests we would have seem to already be coming (custom periods for new statistics reports as well as having a way to export to excel to keep the data backed up somewhere).
    One query that I don’t think has been touched on that we had was regarding ‘average days’ both in stage as well as in pipe. A quick and easy way to asses velocity, which can be very useful in our field. I can’t seem to find it anywhere – so I would greatly appreciate your guidance!
    Thank you

    • Martin Henk

      Thanks! The team is working on solution for the velocity questions. I’m sure they will come up with some great stuff soon.

    • Martin Henk

      Hi,
      Just wanted to let you know that we now have custom periods available in the new statistics pages.

  • Carlos Sánchez

    +1 to that progress report. We used the old metrics report a lot, it’s important to us to see the % of transitions between states of the deal during time. We’ve activated the old reports form Settings -> Features. Thanks for that option. Keep up the good work and we look forward to seeing the new progress report.

  • Liesbeth

    i can only see “last month” or “last quarter” is it possible to select another timing? For example i want to see the statistics of 2 months ago now…. We also miss the deal switch stages in the statistics.

    • Martin Henk

      Hi,
      We’re working on a custom date range picker. It’s coming soon.
      We’re also working on a deals progress report so you’ll be able to see movements in the pipeline for open deals again

    • Martin Henk

      Hi,
      We now have custom periods available in the new statistics pages.

  • James

    Hi Martin,

    Are you planning on adding Goals to the dashboard? Would be great to be able to see how my team were tracking against their personal and company goals on a weekly/monthly/quarterly basis. Thanks

    • Martin Henk

      Hi James,
      It’s not planned for the very near future, but it would make a lot of sense for sure.

      • Christopher Brown

        Please do that soon

  • Anne Marie Skinner

    Hey guys, how do we now see velocity? How long it takes to convert a deal? this was super useful for us to judge where we needed to be at what points in a given quarter….would love to know where that has vanished to as was a part of our business reporting! Thanks

    • Martin Henk

      Hi Anne Marie,

      It’s possible to see the time to won or lost in the new Deals Lost and Deals Won reports. It’s listed in the table below the chart on these pages. We feel it’s much better compared to the old general velocity number as you can see it separately for won and lost deals as well as for specific users and everyone.

      • Anne Marie Turner

        Thanks Martin. One question, can I cross that data beyond people, and into sites specifically? We are drilling down on benchmarks for our different brands and want to know if some take longer to convert than others? In fact, can we cross the days by any othe rmetrics too? Such as categroy of client etc?
        Thank you!

        • Martin Henk

          Right now you can only drill down based on the pipeline. It’s not possible to cross this with any other parameter at the moment.

          • Anne Marie Turner

            Ok fair enough, be great to know if that changes at any point, e.g. ‘deal length’ gets included as a ‘column’ when we pull custom reports in the list view. I have data software that could do the hard work of aggregating that by category/site etc.
            Anyway, I appreciate you taking the time to respond and fill me in.
            Thanks,
            Anne Marie

          • Martin Henk

            I’ll pass this along to the people in charge of the lists

          • Martin Henk

            I just realized that if you have all that firepower to parse the data from lists, you could get this already today by adding “Deal created”,”Won time”,”Lost time” columns into the list. You’d have to calculate the days between the dates to get the age. I understand it’s an extra step, but doable today.

          • Anne Marie Turner

            aha! Yes i can indeed try that, thank you. And thanks also for passing on the idea to the people managing List View.

  • Sebastian

    Hi, is there a way to track churn within pipedrive? If i set a won deal on lost than it will not show up in the stats of won deals anymore (obviously). Your support suggested to create another deal and put it on lost – this seem not to be an ideal solution.

    • Martin Henk

      Hi Sebastian,
      The Pipedrive reporting is great for sales related stats, but we don’t really do SaaS metrics such as Churn or MRR. You could get some information out by creating a filter to include all lost deals that were marked as lost during last month and download the result into a spreadsheet. Not perfect, but that’s the closest you can get.

  • Luis Michael Orts

    Is there a way to send reporting to a decent looking, perhaps even customizable PDF?

  • Thomas Cain

    I don’t understand how to analyze by city or state or industry

  • Elisabeth Carlund

    Hi, I want to import an excel file with contacts into my company register. How do I do that ?

  • Julien Mouton

    Hi there,
    I’ve discovered Pipedrive 2 days ago, went for the trial and loves it ! Great solution ! Thank you ! My team is onboarding tomorrow 🙂
    One of the critical parameter of driving my business is margin… So I add margin in a custom field from offers and was wondering how I could have reports/forecast on a custom field (in this case, margin !!) ? Replace deal value by margin number is a way I guess ? Was looking into 3rd party like Plecto but not sure…
    And last improvement I can see is dashboard/reports on mobile app (that is what the directors want to check when playing golf ! 😉 Thanks again !

    • Christopher

      Hi Julien,

      Thanks for your suggestions!
      Regarding your question on margin, you can record this in a custom field but it isn’t possible to report on custom fields in the statistics pages.

      You can instead use the filters in the list view to pull off reports on margin. These results are exportable to Excel. You can also replace the deal value by margin if that works for you 🙂

      If you need any more clarification, our support team would be happy to help:
      support.pipedrive.com

      Christopher
      Pipedrive

      • Julien Mouton

        Hi Christopher,
        Thank you for your feedback. We switched to margins in the main value field so have a real vision of what is interesting to us.
        The team is onboarding now and is very excited by the help your solution brings in our job 🙂
        Last improvement to be perfect, live dashboard on mobile apps so I would improve my golf game while checking the business anytime ! 😉

  • Bertran Ruiz

    Can we have the same view as “conversion stage” but by time ? for example, the time between stage ?

    • Christopher

      Hi Bertran,

      We are working on new pages for Deal Velocity so watch this space!

      Christopher
      Pipedrive

  • Tristram Watts

    Hello, is it possible to report on activities that are not associated with a DEAL. I would like to simply have a tally of Meetings, Calls, Email etc completed in any given month. The Stats pages only account for activities linked to a deal.

    • Christopher

      Hi Tristram,

      Yes it is possible.
      You can select the filter ‘All Pipelines’ to see reports on activities not linked to a deal as well.

      Hope this helps but if you need more clarification, feel free to contact our support:

      support.pipedrive.com

      Christopher
      Pipedrive

      • Tristram Watts

        Cheers Christopher.
        Thumbs up to the pipedrive team….awesome product.

  • Lakshmi Prasanna

    Hi, When viewing in the dashboard, my lead values are shown in my base currency i.e. the conversion from deal currency to my base currency is happening. Can you also add this feature as a column so I can export it

    • Christopher

      Hi Lakshmi,

      Could you give some more details on what you need?
      Would you like to see both deal currency and default currency?