In this video, I explain the main Pipedrive reports and the considerations you need to make when you set up and use Pipedrive on a daily basis.
Key takeaways:
1. Make sure you use and log activities.
2. Mark deals as won and lost.
3. Make sure you move deals to the correct stage (and your stage naming makes sense).
4. Be careful about moving deals to other Pipelines otherwise they don't count to a report for the original pipeline.