One way of improving sales team productivity is by tracking performance using reports for optimisation. However, sales reporting is time-consuming and can get overwhelming if done manually. On the other hand, making sales reports with Pipedrive isn't hard. You can rely on the platform's in-built capabilities and numerous integrations to gain the insights you need.
The sales report delivers key insights that help businesses make data-driven decisions for optimising the sales pipeline. This article clarifies how the Pipedrive sales reporting dashboard serves this exact purpose. You will also learn more about third-party analytics tools for automated reporting.
Why Select Pipedrive for Sales Reporting
Pipedrive is the #1 user-rated CRM, thanks to its convenient features. The in-built reporting capabilities for Pipedrive sales management are relatively straightforward to use. Here are several benefits for users:
Customisable Reports
You can customise the fields you see in the sales reports to meet your needs. Need to assess metrics from the past week to compare with a different week? It's easy to adjust the period for which you want to generate a report. You can bring up the exact data you need by applying custom filters to any report.
Access to Pipeline Metrics
Users can calculate critical performance metrics that help them understand if their current strategy is working, all from inside Pipedrive. For example, you can see the number of new deals added, average deal age, number of open deals, and stage-to-stage conversion for all your transactions.
Clear Visual Reports
The Pipedrive platform provides clear presentations in its visual reports. The sales reports include concise tables and engaging graphs that help you understand how your team is performing. Use Pipedrive's reporting to compare individual outcomes, find areas for improvement, and grasp statistics like conversion rates.
Ready-Made Report Templates
Get access to ready-made report templates that focus on important metrics. This makes tracking targets, creating, tweaking, and filtering visual sales dashboards easy. With daily sales report software, keeping track of your team's performance and recreating winning patterns can be a one-click action.
5 Types of Pipedrive Sales Reports
Different sales reports gather insights from multiple touchpoints in the sales funnel. Pipedrive enables you to generate the following types of sales management reports.
Revenue by Salesperson Report
This report focuses on how much revenue each sales team member has generated. Such information is very useful as a performance indicator and enables you to help those lagging behind their individual goals.
This report usually contains:
- Quotas
- Sales goals
- Percent contributed to team revenue
- Number of deals closed
- Number of deals lost
Conversion Rate Report
This essential report measures the percentage of deals won against the percentage of deals lost throughout a given period. It's useful in understanding if the effort put in by the sales team is generating results.
Loss Rate by Sales Phase Report
As unfortunate as it is, businesses often lose deals near closure. This report highlights what stages deals are being lost at most. This helps you strategise and ensure more deals are closed at each phase of the sales journey.
Average Sales Cycle Length Report
How long does it take your sales team to close a deal? This report answers this question, enabling you to determine the optimal time to do follow-ups with customers. It will also help you monitor performance, learning whether you are improving or need to adjust your approach to meet set sales goals.
Lead Ageing Report
This report elaborates on the communication patterns between salespeople and leads. You can access detailed information like the date of the last contact and the outcomes of each interaction. You can utilise these essential observations to ensure prospects are getting value from salespeople at each stage of the sales funnel.
How to Automate Sales Reporting in Pipedrive
Automating Pipedrive reporting is quite simple. Sales teams can leverage several third-party integrations to simplify report generation. You can automate data collection by leveraging automated reporting tools.
Leverage integrations that help you:
- Export data from sources and check if it is correct
- Reconciliation or notify you of errors in the data
- Analyse, format, and distribute data
Furthermore, you should connect the sales analytics tool to your CRM system. The CRM already has ready-to-use sales reports for crucial sales indicators you can use as templates. Integrations will allow you to expand the scope of your reports as your requirements change.
SDRs now have to make more touches per lead and make those touches more relevant and personalised. It takes 18 dials to connect with a buyer. Only 23.9% of sales emails are opened. - Gartner Report: Sales Development Technology
8 Apps and Tools to Create the Best Sales Reports in Pipedrive CRM
The Pipedrive Marketplace provides businesses with ample trusted solutions compatible with CRM software. Some of the top sales reporting tools include:
Sales Dashboards and Analytics by Dear Lucy
A sophisticated and user-friendly sales and revenue analytics solution for teams seeking to take control of their sales and revenue predictions. The app lets you create Pipedrive sales and revenue dashboards using its extensive library of sales KPIs. Add custom fields and filters to compare salesperson, product, or segment metrics.
PandaDoc Proposals and eSignatures
This document automation app streamlines creating, approving, and eSigning proposals and contracts. It allows you to keep track of document statuses without leaving Pipedrive. Using document analytics, you can pick the best moment to follow up, displaying how your consumers reacted to each document.
Quarte
This revenue forecasting app generates automatic projections in minutes using Pipedrive sales data. It allows you to develop a more accurate forecast and gain more control over your sales data.
Skyvia
This integration platform connects Pipedrive to all popular cloud applications, databases, and flat files. You can use it to back up and restore your Pipedrive data.
Ringostat
This service analyses phone calls to generate reports. It helps determine the efficacy of advertising channels and monitor the activity of a sales department.
SyncHub
This app connects your reporting tools and dashboards to real-time Pipedrive data. Rather than CSV exports or copy/paste, you can merge your data in real-time to a secure data warehouse. Simply connect your preferred reporting tool (such as PowerBI, Tableau, or even Microsoft Excel) and create the dashboards and insights you need to help your organisation develop.
Graphy
This data visualisation platform helps create clear data presentations accessible to the team. It can be linked to your team's use of Pipedrive and other data sources like Google Analytics, Stripe, and PostgreSQL. It's quick, elegant, and collaborative.
Pointagram
This app gamifies your team's goals for tracking and increasing motivation. You can introduce entertaining competitions based on your unique aims to increase team engagement.
How Automaly Can Help You Automate Your Sales Reporting Process
Automaly is an Automation and AI specialist and helps businesses find the best sales reporting tools to complement their CRM. Rather than miss out on valuable insights, you are assured of finding efficient sales reporting tools that will work for your organisation.
Pipedrive integrates with several best-in-class reporting software. Our team helps you find the best automation solution for your needs. Moreover, we also specialise in Pipedrive integrations consulting and setup for other valuable automation.
A custom approach to setting up Pipedrive automated sales reporting goes a long way in maximising your sales outcomes.
Conclusion
Sales reporting is vital for business growth. It helps you track your sales goals and find more opportunities for optimisation. Use Pipedrive dashboards to enhance sales meetings, ensuring everyone understands what they need to do to grow sales. In addition, you can schedule a free consultation with Automaly today to find the right integrations for your automated sales reporting.
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