Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface
Import all your data: stages ; persons ; deals ; organizations ; pipelines ; leads.
We'll build a simple funnel report listing for each month the following metrics: # of new deals, new contacts, won deals, lost deals, close, win & loss rate.
We'll build a simple spreadsheet that will let you change the name of the sales representative and see the deal amounts lost and won.
If you use Pipedrive as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, what was your close rate and loss rate.
“I honestly love this tool, I’ve used it to create reports based on HubSpt data that our marketing team has been looking for years now. We have some unique data needs working between departments and actiondesk, thanks to its spreadsheets interface, enables us to customize easily our metrics and calcutations. And once the reports are built, it updates automatically which makes it so long as the data input is good you never have to worry about adjusting or exporting!”
“My entire team is thrilled about Actiondesk. It’s incredibly easy to set up and use. Having the power of a spreadsheet with the integration of importing data from multiple sources that will automatically refresh has instantly solved all of our reporting problems.”
