Make smarter decisions with visual data tailored to your sales process.

Pipedrive’s Sales Dashboard and Insights tools empower you to track, analyze, and optimize every aspect of your sales operation. Whether you’re a sales rep monitoring daily activity or a manager forecasting revenue, these features deliver real-time visibility into your performance and pipeline health.

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🧭 What Are Dashboards and Insights?

Feature	Purpose
Dashboard	A visual workspace for your most important metrics (widgets and KPIs)
Insights	The reporting engine used to build detailed reports and visualizations

Together, these tools help you:

• Monitor deal progress and sales activities
• Track team and individual performance
• Forecast future revenue
• Identify bottlenecks and opportunities
• Share real-time metrics with stakeholders

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📍 Where to Access Dashboards & Insights

1. Go to the “Insights” tab in the left-hand navigation menu
2. Select a dashboard or create a new one
3. Click on any widget to drill down into a detailed report

🔎 Each report and widget is interactive—click through to view specific deals, stages, or reps.

🖥 The Sales Dashboard at a Glance

Your Dashboard is a customizable space where you can add widgets that reflect the KPIs you care about most.

📌 Dashboard Widgets Can Include:

• Total won deals this month
• Revenue by pipeline stage
• Deal conversion rate by rep
• Activities completed vs. planned
• Open deals by source
• Forecasted revenue

📊 Use multiple dashboards for different roles (e.g., reps vs. managers).

🛠 How to Create a Dashboard

1. Go to the Insights tab
2. Click “+ Add new” > Dashboard
3. Name your dashboard
4. Add widgets by choosing or creating reports
5. Customize layout and filters

You can create private dashboards (just for you) or shared dashboards (for your team).

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📑 Understanding Reports in Insights

The Insights section is where you build the reports that power your dashboards. You can report on:

• Deals
• Activities
• Leads
• Revenue
• Products
• Custom fields

Each report can be grouped, filtered, and visualized to match your exact needs.

📅 Types of Reports You Can Add

Report Type	Use Case
Deals Won by Month	Track sales trends over time
Conversion Rate by Stage	Identify pipeline bottlenecks
Revenue Forecast by Rep	Forecast team-level performance
Activities per Week	Monitor sales activity levels
Deals by Source	Evaluate lead quality by channel

📤 Sharing & Exporting Dashboards

• 📧 Export reports and dashboards as PDF
• 📊 Export data to CSV or Excel
• 🧑‍🤝‍🧑 Share dashboards with team members (read-only or editable)
• 📆 Schedule automated reports to be sent via email (Professional plans and up)

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🎯 Setting Goals Within Insights

Track team and individual goals directly in the Insights section:

• Set goals by user, team, or company
• Define targets for deals, revenue, or activities
• Visualize progress on dashboards

Example: “$100K revenue target this quarter for the East Coast team.”

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🧠 Tips for Using Sales Dashboards Effectively

Tip	Benefit
Use filters to tailor dashboards	Keeps reports relevant to the viewer
Combine KPIs and activity metrics	Shows the full sales performance picture
Review dashboards weekly	Enables data-driven coaching
Align widgets to your sales funnel	Tracks progression from lead to win
Use consistent naming conventions	Makes dashboards easier to manage

⚙️ Advanced Options

• Use custom fields to group/filter reports by your own CRM attributes (e.g., industry, priority, campaign)
• Leverage third-party tools like Google Data Studio, Power BI, or Looker Studio for more advanced BI
• Access raw data via the Pipedrive API for custom reporting pipelines

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🧑‍💼 Who Should Use Dashboards & Insights?

Role	Benefit
Sales Reps	Track progress and manage goals
Sales Managers	Coach team, monitor performance
Executives	See high-level trends and forecasts
Marketing	Understand lead quality and attribution
Sales Ops	Optimize pipeline efficiency