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$
USD
I will customize pipedrive CRM dashboards and sales reports
I Turn Messy CRMs Into Smarter Sales Systems
Your CRM shouldn't feel like another task on your to-do list. I help businesses turn scattered leads, manual follow-ups and messy pipelines into organized sales systems that are easier to manage.
I w...
About this Gig
Turn your Pipedrive data into a clearer view of sales performance.
I will customize native Pipedrive Insights reports and dashboards around the questions your team needs answered: which deals are winning, where opportunities slow down and how sales activities compare.
Depending on your plan and available data, I can configure deal performance, pipeline progress, activity and team reports with agreed date ranges, owner filters and layouts.
BASIC: 1 custom report or saved filter, checked against your records.
MEDIUM: 1 dashboard with 3 reports total.
STANDARD: 2 dashboards with 6 reports total and a 30-minute walkthrough.
Each package includes validation and a short written guide. Dashboard totals include new or existing dashboards customized for this order.
Your Pipedrive plan, permissions and data determine which reports are possible. Multiple dashboards require a compatible plan. Subscriptions, data cleanup, integrations, external BI tools and ongoing management are excluded.
Message me with your reporting goals and plan before ordering so we can confirm the right scope.
Software:
PipeDrive
Industry:
Art & design
•
E-Commerce
•
Financial services
My Portfolio
FAQ
What types of Pipedrive reports can you customize?
I can configure reports covering deal performance, pipeline progress, sales activities and team performance, depending on your plan and available data. We will agree on the reporting questions before work begins.
Will my current Pipedrive plan support this service?
Please send your plan name before ordering. Report types and dashboard limits vary by plan. The two-dashboard package requires a plan that supports multiple dashboards.
Can you improve my existing dashboards?
Yes. I can adjust existing reports, filters and dashboard layouts. Each report created or revised counts toward your package’s report limit.
What if my reports show incorrect numbers?
I will check the agreed filters and compare report results with relevant records. Missing data, duplicates or inconsistent fields may require a separate data-cleanup service.
Do you connect Power BI, Excel or Google Sheets?
This gig covers native Pipedrive Insights reports and dashboards. External reporting tools, integrations and custom calculations outside Pipedrive’s supported features require a separate quote.
