Insights Report Ideas for Pipedrive

Out-of-the-box reports in Pipedrive Insights don't tell you much.

You're not alone if you can't wrap your head around the reports in the Insights tab. They are not contextualized, and sometimes the meaning of the report is not clear, and sometimes the reports lack context.

Learn how to build actionable and usable insights reports in your Pipedrive account.

I have prepared a list of such report ideas based on my consulting experience with my clients. The list currently has 27 report ideas and it will grow further over time.

It helps if these reports are contextualized and organized. Thankfully, because each of these reports is clickable, these insights are actionable.

Make meaningful discussions possible.

Once the insights report shares what the individuals need to know, they will begin to be more accountable. They will know what's being measured, where they have room for improvement, and what high-impact activities they can do to improve their overall performance.

Options to purchase

List of Report Ideas: FREE

Tiered Sales: Limited Sales; First Come, First Serve