How to Use Pipedrive's Activity Insights to Analyze Sales

Navigate to the Insights section of your account.

On the left-hand side, you'll find a list for Dashboards, Goals, and Reports. Goals are helpful for tracking your sales objectives, while Reports allow you to customize data presentation for your business.

In the Reports section, choose to customize a pre-built template or create a new report from scratch.

Select a style for your report. Currently, you can create different types of reports for activities, campaign, contact, lead, deals, and revenue-based reporting.

Define the criteria for your report. For example, to create a bar chart report displaying the number of deals each rep has closed in a specific time period, first define the deal status as "won," then add a condition for "Won time" as "This quarter.

Choose from five different options (column chart, bar chart, pie chart, scorecard) to present the filtered data. In this example, select the bar chart.

Fine-tune the data presentation by applying additional segmentation options. For example, segment the data based on the owner and quantity of deals.

To create a similar report with a small change, simply edit the existing report, make the desired change, and save it as a new report.

Save the report to your dashboard, or use drag and drop to add it later. Note that you can create multiple dashboards and share them simultaneously with the Professional or Enterprise plans.

Click on a report within a dashboard to resize, reposition, or edit it.