How to Create Reports & Views in Pipeline CRM | Analyze Your Sales Data скачать в хорошем качестве

How to Create Reports & Views in Pipeline CRM | Analyze Your Sales Data

Learn how to create custom reports and views in Pipeline CRM. In this step-by-step tutorial, Gretchen from our Customer Success team walks you through building reports for deals, people, and companies, choosing chart types like bar, line, and pie graphs, setting up custom views with drag-and-drop arrangement, and applying filters to drill down into specific data by owner, source, date range, and more. Here's what you'll learn: How to arrange, edit, and remove reports in a view Creating new reports from scratch using deals, people, or company data :small_blue_diamond: Choosing chart types (line, bar, or pie), and configuring your axis Using Breakdown Group By to add layers of categorization Applying filters to drill down into specific data (owners, sources, date ranges) Saving reports and adding them to views or your dashboard Sharing and exporting reports as PDF or PNG Whether you want to track cold call performance, monitor deals by owner, or keep tabs on contact growth, reports and views give you the flexibility to see exactly what matters most to your team. 🔗 USEFUL LINKS → Start your free 14-day trial: https://app.pipelinecrm.com/signup → Help Center: https://help.pipelinecrm.com → All Pipeline CRM features: https://pipelinecrm.com/features/ → Pipeline CRM Reporting: https://pipelinecrm.com/features/repo... 📌 ABOUT PIPELINE CRM Pipeline CRM is the sales CRM that works the way you do. Trusted by thousands of teams in construction, manufacturing, and professional services, Pipeline CRM helps you manage deals, automate follow-ups, and close more business without the complexity. 🔔 Subscribe for more Pipeline CRM tutorials and sales tips! #PipelineCRM #CRM #SalesCRM #Reports #SalesReporting #DataAnalysis #SalesMetrics