Insights and reportingPipedrive
Pipedrive’s Insights feature, where you’ll find its interactive dashboard software, helps your sales reps recognize winning patterns so that they can optimize your workflow and marketing campaigns. It’s also easy to use, so you can become a bonafide data wizard in no time.
Vendor
Pipedrive
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Sales reports to keep you in the know
Your CRM software contains information and data sources vital to growing your business and increasing profitability. To hone it properly, you need to leverage your CRM data with sales reporting software.
Features
- **Custom fields and reports: **Generate sales and crm reports based on the custom fields you’ve set up, using real-time data
- **Revenue forecast reporting: **Strategize like a pro with a comprehensive overview of your predicted revenue
- **Performance reports: **See the number of leads you’ve created, archived and converted into deals over time
- **Conversion reports: **Track your leads-to-deals conversion rate by groups like lead source, creator and time period