How to Create and Customize Reports in Pipedrive
Pipedrive offers robust reporting tools that allow users to track various activities, analyze performance, and gain insights into their business processes. This guide provides an overview of how to create and customize reports in Pipedrive, along with specific use cases and advanced tips.
Overview of Reporting in Pipedrive
Pipedrive's reporting features enable users to:
Track team activities, such as emails sent or meetings held.
Analyze deal performance, including win/loss rates and reasons for lost deals.
Generate activity performance reports for specific tasks like inbound calls or consultation follow-ups.
Customize reports with filters, segmentation, and user-specific data.
Customizing Reports: Filters, Segmentation, and Permissions
Using Filters and Segmentation
To customize your reports:
Use filters to include specific users, activities, or timeframes. For example, the "is any of" filter allows you to select multiple team members or activity types for a report.
Adjust the timeline to include the desired reporting period, such as deals created from 2022 onwards.
Remove specific filters (e.g., for lost reasons) to view all relevant data in a single report.
Managing Permissions
By default, users can only view their own data in reports. To access data for other users, an admin must update the Global regular user permission set to include:
"See other users' stats in Insights"
"See company's stats in Insights"
These permissions enable broader data visibility, such as viewing team-wide email activity or activity performance.
Specific Reporting Use Cases
Tracking Emails Sent by Your Team
To generate a report tracking emails sent by your team over a specified time period:
Create or open a report in the Insights section.
Use the "is any of" filter to include multiple team members.
Ensure all relevant users are added to the report to track their collective email activity.
Analyzing Lost Deals
To track the percentage of deals marked as cancelled or analyze lost reasons:
Use the win/lost conversion report to view deal outcomes.
Adjust filters to include all lost reasons or specific labels (e.g., "opsagt").
Consider duplicating deals to maintain records of both won and lost deals.
Generating Activity Performance Reports
Activity Performance reports allow you to track various activities, such as inbound calls, consultation follow-ups, and meetings. To create this report:
Filter by activity type and timeframe.
Use segmentation options to group data by user, activity status, or type.
Customize the report view by adjusting columns and exporting the table if needed.
Reporting on Meetings by Period and User
To generate a report of meetings:
Create a custom report in the reporting section.
Filter by a chosen date range and group data by user.
Email Reporting with Smart Email BCC
To generate a report of emails linked to a specific user via Smart Email BCC:
Ensure the user has authorized access to their email data.
If the user is deactivated, authorization is not required.
Obtain explicit authorization if necessary to proceed with the report.
Advanced Features and Tips
Use the gear icon in the report table to adjust columns and customize the view.
Export reports for offline analysis or sharing with stakeholders.
Regularly update permissions to ensure team-wide data visibility.
Conclusion
Pipedrive's reporting tools provide flexibility and depth, enabling users to gain valuable insights into their business activities. By leveraging filters, permissions, and customization options, you can create reports tailored to your specific needs and drive data-informed decisions.