Pipedrive Custom Reporting [VIDEO]

Learn how to use the Custom Reporting features in Pipedrive (requires a Professional subscription). Custom reporting allows you to create your own metrics, attributes and dates to report on via your insights. For example, you could track the cost of goods sold, commission or budgets related to a deal. You can report on deal source, manufacturer and other custom attributes.

  • 0:00 – Intro
  • 1:01 – What is a custom report?
  • 2:49 – Setting up custom fields
  • 5:22 – Creating a custom report
  • 6:49 – Example reports
  • 7:49 – Outro

Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!