• What are the lead sources that work the best?
• What products did we sell during last month?
• Who is the owner of currently open deals in pipeline?
• How is my team performing this month?

In Pipedrive Reports and Analytics publication we wanted to create and share a collection of reports that you might find handy. Feel free to use any of them, suggest improvements or contribute new reports.

Data-Driven Sales with Pipedrive was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This report helps you analyze efficiency of different lead sources. It brings together few metrics about each lead source in one view. Because there is no standard field for lead source in Pipedrive, you would need to create a custom field on Deals objects to track this data.

Metrics Used

• Number of New Deals
• Number of Won Deals
• Average Deal Size
• Deal Win Ratio

Lead Sources Analysis was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This report aggregates together various KPIs to demonstrate how effectively your sales team is achieving the objectives.

Metrics Used

• Average Won Deal Value
• Time to Win a Deal
• Number of Activities to Win a Deal
• Number of Calls Completed
• Number of Emails Sent
• Number of Meetings Completed
• Number of Won deals
• Total Revenue for All Won Deals
• Win Ratio

Sales KPIs was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This simple report is handy during first months of using Pipedrive. It just shows a team managers if different users are creating deals, adding notes and activities.

Metrics Used

• Number of New Deals
• Number of Activities Added

Similar Reports

• Team Performance Report

Pipedrive Usage Report was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

Use this report to better predict sales revenue, based on historical conversion rates and deal probability.

Metrics Used

• Expected Total Revenue
• Expected Weighted Total Revenue

Similar Reports

• Product Sales Forecast

Sales Forecast Report was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

Team Performance Report is a great way to keep track of various activities completed by users in Pipedrive CRM and match those to sales results.

This report is an essential tool of the the great sales manager.

Metrics Used

• Number of Calls Completed
• Number of Emails Sent
• Number of Meetings Completed
• Number of Won Deals

Team Performance Report was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This report shows the forecast of product sales based on the corresponding deal stages in Pipeline. Knowing what products are expected to be sold in near future, you can better plan your production or resources allocation.

It assumes you use Pipedrive Products features when tracking deals.

Metrics Used

• Products Quantity in Open Deals

Similar Reports

• Sales Forecast

Product Sales Forecast was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This simple report shows you the ownership of currently open deals in the pipeline. Helps to understand resources allocation and identify any bottlenecks.

Similar Reports

• Number of Open Deals
• Current Pipeline Value

Open Deals by Owner was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.

This reports shows a list of products that were sold during the reporting period. For each product you will see quantity of sold items and total value. Product Sold report is specially useful for production planning and forecasting.

Metrics Used

• Quantity of Product Sold
• Value of Product Sold

Product Sold was originally published in Pipedrive Reports and Analytics on Medium, where people are continuing the conversation by highlighting and responding to this story.