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Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Pipedrive Deals
Your Pipedrive deals: what was won, what is still open, how often you win and which stages and owners carry the pipeline. Connect Pipedrive and it fills in from your account.
DashboardSalesPipedriveWhat it needs from your data
| Needs | a revenue or money column, a category (~9 values) |
|---|---|
| Optional | dates for trends, 11 more |
What is on it
Deals shown above
- Won deal value by month Area chart
- Open pipeline by stage Pareto chart
- Each owner's open deals Stacked bar chart
- Won deal value by owner Pareto chart
- Won deal value by pipeline Donut chart
Winning and losing shown above
- Win rate by owner Ranking chart
- What lost deals were worth, by reason Treemap
- Cycle length by owner Box plot
- Deal size against time to close Scatter plot
- Deals created by month Area chart