Insights (Reports & Dashboards)

Pipedrive Features intermediate

Insights is Pipedrive's reporting module for visualising and analysing sales metrics in customisable reports and dashboards.

Insights turns the data in your CRM into meaningful reports and dashboards. At a glance you can see how many deals were won, how the sales pipeline is developing and which team members are hitting their targets.

Reports can be freely assembled, filtered and combined into custom dashboards. This makes sales decisions data-driven rather than gut-driven – and revenue forecasts considerably more reliable.