Pipedrive: calculate the number of deals per stage per month

The Process

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Understanding your funnel is fundamental. 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.

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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your Pipedrive data. Analyze it alongside data from other sources, and build custom Pipedrive dashboards and reports.

View and organize your Pipedrive data within a familiar spreadsheet interface.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within Pipedrive are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business

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Our Use Cases

Pipedrive

Pipedrive: custom funnel report

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.

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Pipedrive

Pipedrive: sales representative custom dashboard

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.

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Pipedrive