๐ How to Create Custom Reports in Pipedrive
Tailor your analytics to track what matters most to your business.
Pipedrive‘s custom reports feature gives you the flexibility to build insightful, data-driven views that align with your unique sales process. From tracking performance by product line to analyzing lead sources, custom reports empower sales teams to uncover key trends and make smarter decisions.
๐ What Are Custom Reports?
Custom reports allow you to:
- Create reports based on deals, activities, leads, or revenue
- Filter and group data by almost any field
- Visualize performance in ways that standard reports can’t
- Build custom dashboards with multiple widgets
๐ Available in the Insights section of Pipedrive (Essential plan and above; more options in Advanced and Professional plans).
๐ Where to Create Custom Reports
- Go to the โInsightsโ tab in the left-hand menu
- Click the โ+โ (Add new) button
- Choose Report
- Select the report type (Deals, Activities, Leads, etc.)
๐ Step-by-Step: Creating a Custom Report
Step 1: Choose Report Type
Select from:
- Deals: track deal flow, value, or stage
- Activities: analyze calls, emails, meetings, etc.
- Revenue: forecast or track closed value
- Leads: measure prospecting efforts
- Products: view sales by item
- Custom fields: use your unique CRM data
๐ก Tip: Start with a use case (e.g., โDeals by Regionโ) and pick the data type that supports it.
Step 2: Apply Filters
Narrow down your data set using filters such as:
- Date range
- Pipeline or stage
- Deal status (open, won, lost)
- Custom fields (e.g., industry, sales rep, campaign)
- Activity type or outcome
๐ง Filtering makes your report precise and actionable.
Step 3: Choose Grouping Options
Group your data by:
- Owner (sales rep or team)
- Stage or status
- Source, tag, or label
- Custom fields (e.g., lead type, region)
- Time period (week, month, quarter, etc.)
๐งฉ Example: Group deals by region and stage to see which areas are performing best.
Step 4: Customize Chart Style
Choose how to visualize your data:
- Bar chart
- Line chart
- Table
- Funnel view
- Pie chart (for some data types)
๐จ Use visualizations that make it easiest to spot trends or outliers.
Step 5: Save and Add to Dashboard
Once satisfied:
- Click โSaveโ
- Name your report (e.g., โWon Deals by Campaignโ)
- Add it to a new or existing dashboard for regular monitoring
๐ Examples of Useful Custom Reports
| Report Name | Description |
|---|---|
| Deals Won by Lead Source | See which channels generate the most closed deals |
| Sales by Product Type | Track revenue split by product/service |
| Activities per Rep per Week | Monitor rep performance and consistency |
| Conversion Rate by Stage | Identify bottlenecks in the sales pipeline |
| Deals Lost by Reason | Understand why deals are being lost |
๐ Scheduling and Exporting
- Export reports to CSV, Excel, or PDF
- Share dashboards with teammates
- Use scheduled reports (on Professional plans) to receive reports by email weekly or monthly
๐ Tips for Effective Custom Reporting
| Tip | Why It Helps |
|---|---|
| Use consistent custom fields | Ensures clean grouping and filters |
| Donโt overfilter | Start broad, then narrow |
| Compare time periods | Spot growth trends or seasonal dips |
| Use dashboards | Combine multiple KPIs in one place |
| Share insights | Keep your team aligned and data-informed |
๐ง Troubleshooting and FAQs
| Problem | Solution |
|---|---|
| Can’t find a custom field | Check CRM settings to ensure itโs enabled |
| Report returns zero data | Adjust filters or widen date range |
| Need multiple groupings | Create multiple reports or use stacked charts |
| Charts look cluttered | Simplify with fewer categories or use table view |