Pipedrive
Turn your sales pipeline into a clear story.
Bring Pipedrive deal metrics into branded charts and statistics for pipeline reviews and sales presentations.
Requires a Pipedrive connection with read access to the deals you want to report on. Compare plans
How it works
Three steps to get started.
- 01
Connect Pipedrive
Authorize your account to read the deals and pipeline data you can access.
- 02
Choose a metric
Select pipeline value, deal outcomes, win rate, or a chart of deals by stage.
- 03
Share the story
Add context to your connected charts and statistics, then share your deck with one link.
- Current open pipeline value
- Won and lost deal counts and win rate
- Deal count and pipeline value by stage
- Won deal value over time
Your questions, answered.
Does it write back to Pipedrive?
No. The Pipedrive connection reads deal and pipeline data into Encelade without changing your CRM records.
Can I choose a reporting period?
Yes, for won and lost deals, win rate, and won deal value over time. Open pipeline value and stage breakdowns reflect the current pipeline.
How do I get updated numbers?
Refresh the connected content and review the figures before sharing. Data can be cached between requests.