Turn your CRM data into insights that drive smarter decisions and better results.

Pipedrive includes a powerful suite of built-in reporting and forecasting tools that help sales teams measure performance, monitor deal progress, and project future revenue. Whether you’re a sales manager tracking KPIs or a rep monitoring personal goals, Pipedrive makes it easy to visualize your pipeline and optimize your strategy.

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📈 Why Use Reporting and Forecasting in Pipedrive?

• ✅ Track individual and team performance
• 📅 Forecast future revenue based on deal progress
• 🎯 Identify bottlenecks in your sales pipeline
• 🔍 Analyze conversion rates and win ratios
• 💬 Improve communication with data-backed insights

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🧭 Where to Access Reports

You can find reporting and analytics tools in:

• Dashboard (custom widgets and metrics)
• Insights (reporting & forecasting module)
• Goals (for tracking progress)
• Activity Reports (for call, meeting, and task tracking)

📌 Navigate to the “Insights” tab from the left-hand sidebar to get started.

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🔍 Types of Reports You Can Create

1. Deal Performance Reports

Track deals by:

• Stage
• Status (open/won/lost)
• Time in stage
• Pipeline progress

🔄 Filter by time range, user, pipeline, or custom fields.

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2. Activity Reports

Measure how active your team is:

• Calls made
• Emails sent
• Meetings scheduled
• Activities completed vs. planned

🧠 Tip: Use this to spot underperforming periods or reps.

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3. Conversion Reports

Analyze how deals move through your pipeline:

• Stage-to-stage conversion rates
• Win/loss ratios
• Average deal duration
• Drop-off points

📉 Great for identifying where deals are getting stuck.

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4. Revenue Forecasting Reports

Predict future income based on:

• Expected close dates
• Deal values
• Probability settings on stages
• Past trends

📆 View by week, month, or quarter.

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5. Custom Reports

Use filters and grouping to create tailored reports using fields like:

• Industry
• Lead source
• Region
• Custom tags or fields

💡 Example: “Total deal value by lead source last quarter.”

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📊 Dashboards & Widgets

You can create custom dashboards by adding widgets for:

• KPIs (e.g., deals won, revenue closed)
• Leaderboards
• Funnel charts
• Performance over time
• Goal tracking

📤 Dashboards can be exported as PDFs or shared with team members.

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🎯 Goal Tracking

Track progress toward:

• Revenue targets
• Closed deals
• Activities completed
• Pipeline metrics

Set goals at the user, team, or company level and monitor them in real-time.

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🔮 Sales Forecasting: Best Practices

Tip	Why It Helps
🎯 Use deal probability settings	Improves accuracy of weighted forecasts
📆 Keep close dates updated	Prevents forecasting from being skewed
💬 Regularly review open deals	Removes stale or low-probability deals
📊 Create multiple forecast views	Compare scenarios (best case, likely case)
🔁 Use historical data	Spot trends and improve future predictions

📥 Exporting & Sharing Reports

• Export any report as CSV or Excel
• Share dashboards as PDF
• Schedule automatic email reports (Premium plans and above)

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🧰 Advanced Analytics (3rd-Party Options)

For more complex analytics, consider connecting Pipedrive with:

Tool	Use Case
Google Data Studio / Looker Studio	Custom dashboards with real-time data
Power BI / Tableau	Deep BI and multi-source reporting
Klipfolio / Databox	Visual dashboards for teams
Zapier / Make	Export CRM data to Google Sheets or BI tools

🧑‍💼 Who Benefits from Pipedrive Reporting?

• Sales Managers – team tracking and forecasting
• Executives – big-picture revenue and pipeline health
• Sales Reps – performance and quota tracking
• Ops Teams – process optimization and trend analysis
• Marketing – lead quality and campaign attribution