{"id":7345,"date":"2024-02-21T17:19:32","date_gmt":"2024-02-21T15:19:32","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/pipedrive-sales-progress-and-reports\/"},"modified":"2024-02-21T17:19:32","modified_gmt":"2024-02-21T15:19:32","slug":"pipedrive-sales-progress-and-reports","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/pipedrive-sales-progress-and-reports\/","title":{"rendered":"Pipedrive sales progress and reports"},"content":{"rendered":"

Pipedrive<\/strong> has valuable information and data to help you achieve your sales goals<\/strong> faster and more agile. You can do this by relying on the sales reports offered by this unique CRM. <\/p>\n

How can these sales reports help you?<\/strong> <\/em>They will give you full visibility into the actions<\/strong> you took to close a deal or the actions that led an opportunity to cool or close, leading you to better understand what works and what doesn’t in your process<\/strong>, better recognizing patterns of success so you can replicate them.<\/p>\n

In addition to sales reports, Pipedrive’<\/strong> s Progress<\/strong> feature helps you understand the data and turn it into actions to close the loop of continuous improvement<\/strong> in your sales process.<\/p>\n

Functions that allow you to obtain relevant data and information<\/h2>\n

Customizable reports<\/h3>\n

Yes, the default reports can give you a lot of relevant data and information, but still, there is nothing like customizable reports, as they can give you a lot of relevant information. allow you to visualize vital information specific to your niche market and according to your objectives. <\/strong><\/p>\n

As the name suggests, these reports are fully customizable and you can define the metrics you need to measure, such as email tracking, revenue forecasting and lead reports<\/strong> that you can then filter into your selection and obtain accurate and specific data.<\/p>\n

\"2_pipedrive_reports\"<\/p>\n

Sales Boards<\/h3>\n

These allow you to convert all your metrics into interactive charts and graphs<\/strong> helping you to visualize the performance of your sales team and create strategies<\/strong> to improve the sales process.<\/p>\n

The best thing about this feature is that the dashboards can be shared with anyone you need to make them live, from anywhere and no matter if the person you show it to is a Pipedrive user or not<\/strong>… great, isn’t it?<\/p>\n

\"3_pipedrive_reports\"<\/div>\n

Functions to project and understand your growth<\/h2>\n

Objectives<\/h3>\n

Pipedrive’s objectives allow you to set tracking indicators and you can specify them with assignees, types, funnels, duration and intervals. <\/strong><\/p>\n

The creation of objectives according to your proposals or actions allows you to support everyone involved in the team to follow the same line of action and pursue the same goal, while at the same time making their work time more efficient.<\/strong> Pipedrive recommends smart, concrete, detailed and, above all, measurable objectives.<\/p>\n

\"4_pipedrive_reports\"<\/p>\n

Forecasts<\/h3>\n

These are a great support in the creation and planning of strategies in various departments of your company<\/strong>, not only in sales, as they help you make better decisions with more accurate and timely information.<\/p>\n

With Pipedrive reports you have the ability to generate revenue projections using proposal closings<\/strong>, also, as the great advantage of Pipedrive, you can customize the fields you require for greater accuracy in the data. <\/strong> <\/p>\n

Recurring revenues<\/h3>\n

With this Pipedrive feature you can closely analyze and manage all your revenue from a single location that links directly to your live sales data.<\/strong> You can also forget about adding revenue every time it comes in, set up recurring revenue just once in your CRM<\/strong> and just like that, it will be automatically incorporated into your projections<\/strong>.<\/p>\n

And that’s not all! You can forecast invoices with complete accuracy<\/strong> thanks to the revenue forecast that reliably notifies you of the cash flow you are counting on.<\/p>\n

\"5_pipedrive_reporting\"<\/p>\n

Improve the way you interpret your data and forecast your growth with Pipedrive<\/h2>\n

If you want to try Pipedrive 30 days free of charge<\/strong><\/a>enter this promotional code when you create the account: pdp-vilarroig.<\/strong> And to create the account, follow this link<\/a>.<\/strong> You can also contact us<\/strong><\/a> to help you in choosing or accelerating the use of Pipedrive if you are already using it.<\/p>\n

\"pipedrive_free_test_by_imanta\"<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Because Pipedrive contains all the data for each of your proposals and customers or prospects, you can generate effective reports, reports and prospecting.<\/p>\n","protected":false},"author":2,"featured_media":1172,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[134,124,125],"tags":[],"class_list":["post-7345","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-en","category-pipedrive-en","category-pipedrive-functionalities"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7345"}],"version-history":[{"count":0,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media\/1172"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}