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Adding report in PipeDrive
Having a CRM in your business is essential If you aim to build an efficient and well-oiled sales machine. To gradually improve this machine – you need data. If you are an active user of PipeDrive and you ever wondered “How do I add a report to my PipeDrive dashboard?” or happen to be someone curious about how such a report can look like – this short “How to” is created just for you.
Step 1
To add a new report to your PipeDrive you need to go to the “Insights” section in the menu on the left:
Step 2
Then navigate to a small plus in the top left corner and click “Add new” and choose “Report”
Step 3
Depending on needs make a choice about the type of report and information that you want to see:
Step 4
Choose additional conditions or adjust the ones that you get after choosing the certain type of report:
Step 5
When you are done with adjustments, just click “Save” in the upper right corner. Then choose where would you like the report to reside – which section and which dashboard (there’s a chance that you cannot choose a dashboard if you have a more basic PipeDrive plan):
If you want to know more about PipeDrive, click here and watch our video!