New tools to improve performance
If you don’t use Pipedrive CRM, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.
Use this Pipedrive CRM dashboard to get an instant snapshot of all opportunities, lost, won deals, and your team’s progress towards your set monthly sales goals. Connect your Pipedrive CRM account and learn:
What else can you track and visualize with our deep integration with Pipedrive CRM? When it comes to leads, sales & revenue, almost anything:
There are many, many different metrics and metric combinations you can track using Pipedrive CRM. And in Databox, you can quickly visualize dozens of sales metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.
Read more about Databox’s Pipedrive CRM integration.
The Activities Added metric in Pipedrive tracks the number of new activities created by users within a specified time period, providing insight into the level of engagement and productivity of your sales team.
The Activities Completed metric in Pipedrive shows the number of tasks, calls, meetings, and emails that have been marked as completed in a specific time frame. It helps track progress towards goals and assess team productivity.
The Calls Added metric in Pipedrive measures the number of new calls added to a specific deal, activity, or contact, helping you gauge the progress of your communication and sales efforts.
The New Contacts metric in Pipedrive measures the number of new leads or potential customers added to the system during a specific time period.
Deals Lost by Reason metric helps you track and analyze the reasons behind the lost deals in your pipeline, enabling you to adjust your sales strategy.
This metric shows the total amount of deals won by each individual deal creator in Pipedrive. It allows you to track your team's sales performance and identify top-performing deal creators.
The Emails Received metric tracks the number of inbound emails received by a Pipedrive user or team over a specific period of time, providing insight into the level of engagement and communication with clients and prospects.
The Lunches Added metric in Pipedrive reflects the number of new lunches that have been created within a specific time period, providing insights into the productivity of your sales or customer relationship team.
Deals started refers to the total number of new deals created in a given time frame. It's a crucial metric in Pipedrive that helps measure the effectiveness of the sales team's prospecting and pipeline-building efforts.
New Organizations metric measures the number of newly added organizations in Pipedrive CRM within a specific time period, typically a month or a quarter.
The Tasks Added metric in Pipedrive tracks the number of new tasks created within a given timeframe. This helps teams stay on top of their to-do lists and ensures daily progress towards achieving their sales goals.
Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.
The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.
Visualizing your performance data in a way that’s easy for everyone to interpret is the first step toward sales performance improvement. So, what can you do when any of these metrics are trending down?
We’ve collected a few resources that contain tips from hundreds of other marketers on how to improve sales performance, conversions, close rate, and more.
Didn’t find what you’re looking for? Start a conversation with our experts
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