Pipedrive dashboard

Optimize your sales with CRM data

Explore an intelligent approach to managing your sales processes with our customized dashboard for Pipedrive. Simplify data analysis, make informed decisions and optimize your sales pipeline for outstanding performance.

Boost your sales with the Pipedrive dashboard

Pipedrive | CRM Performance

Pipedrive | CRM Performance

SmartBi's Pipedrive - CRM Performance dashboard provides a comprehensive and simplified view of your customer relationship management (CRM) performance.

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Your CRM's key performance indicators

Number of Deals

 

Track the total number of transactions in your pipeline, providing an overview of sales activity.

Conversion rate

Measure the percentage of transactions that move from one stage to the next in your pipeline, helping you identify strengths and weaknesses in your sales process.

Deals total amount

Evaluate the total value of ongoing transactions in your pipeline, providing insights into the financial health of your sales.

Average sales cycle time

Calculate the average time needed for a transaction to pass through your pipeline, enabling you to optimize lead times and speed up the process.

Lead source

Identify the origin of leads that convert into transactions, enabling you to adjust your acquisition strategies. 

Sales activity by user

Analyze the activity of your sales team members to efficiently allocate resources and encourage collaboration.

Deals loss analysis

Explore the reasons behind lost transactions to identify opportunities for improvement and optimization.

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Why track your CRM data?

Instant overview

Our turnkey Pipedrive CRM dashboard offers a comprehensive view of your sales pipeline, enabling you to quickly track the overall performance of your sales team and prospects.

Sales follow-up

Analyze in detail your sales reps' activities, conversion rates and revenue forecasts, enabling you to make informed strategic decisions to improve your team's performance.

Lead management

Track and manage every prospect through the sales process, from lead generation to conversion, helping you maximize the effectiveness of your sales funnel and close more business.

SmartBi supports over 300 data sources

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