Pipedrive Pipeline

Create an insightboard to give you a closer look at the sales pipeline of your Pipedrive deals

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Overview

The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.

These insights use Pipedrive as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.

For more detailed instructions on installing insights from the marketplace click here.


New deals count

This insight shows the number of new deals created in a given time frame.

This insight is filterable by date and can be used to create dynamic key results.


New deals amount

This insight calculates the value of all the new deals created in a given time period.

This insight is filterable by date and can be used to create dynamic key results.


Won deals count

This insight counts the number of won deals in a given time period.

This insight is filterable by date and can be used to create dynamic key results.


Won deals amount

This insight calculates the value of all the won deals in a given time period.

This insight is filterable by date and can be used to create dynamic key results.


Lost deals count

This insight counts the number of lost deals in a given time period.

This insight is filterable by date and can be used to create dynamic key results.


Lost deals amount

This insight calculates the value of the lost deals in a given time period.

This insight is filterable by date and can be used to create dynamic key results.


Insightboard at a glance

Below is how this insightboard can look like if you decided to use the above insights to track the sales pipeline of your Pipedrive deals.

For more information on insightboards click here.


More Pipedrive insightboards

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