CRM

Pipedrive CRM – Account Overview

These CRM dashboards come pre-built with some of the most commonly tracked KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

Create your free Databox account

Track some of the most common CRM metrics and KPIs and analyze your CRM performance with just a few clicks.

TOP CRM INTEGRATIONS
  • Pardot
  • HubSpot Marketing
  • HubSpot CRM
  • Pipedrive CRM
  • Salesforce CRM
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Custom dashboard

Build custom CRM dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

How is Pipedrive account performing?

  • See how your deals are performing
  • Track metrics like activities and deals win rate
  • Measure performance by looking into activities drilldown

Key Metrics

  • Deals won amount
  • Deals won
  • Deals lost by reason

How to Create a CRM Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block