Pipedrive CRM: activities effort

Template created by Databox

Databox

This template was made to give you insight about your sales team activities and KPI's.

Uses one-click integrations:

Pipedrive CRM

If you don’t use Pipedrive CRM, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What does your sales funnel look like?

An instant snapshot of deal flow and progress towards monthly sales goals

Get a live funnel with Contacts, Meetings, Opportunities and more
See the team members with most activity and most deals won
Compare this month’s activity to last month
See total team calls and emails

Key Metrics

Count and Amount of Started Deals
Won and Lost Deals
Activities Completed
New Contacts and Organisations Added

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Pull in data from any data source,
monitor data on any device,
receive email reports,
set goals,
calculate metrics,
receive daily scorecards, etc.

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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.

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Pipedrive CRM: activities effort

Uses one-click integrations:

What does your sales funnel look like?

Key Metrics

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