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.

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

TOP CRM INTEGRATIONS
  • Pardot
  • Intrix CRM
  • HubSpot Marketing
  • HubSpot CRM
  • SharpSpring
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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

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

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

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block