Pipedrive sales pipeline report template

Four pages covering setup, overview, won and lost deals, and the open pipeline. Track won amount, win rate, average won deal and days to close, plus open deals by stage, weighted amount and past-due deals.

Add Pipedrive as a data source in Datapipe, choose your account and select this dashboard. Authorize Google Sheets, then save your Data Studio copy. Datapipe refreshes the same workbook on your schedule.

Win rate is won deals divided by won and lost deals closed in the selected dates. Open deals are not part of it. Average won deal is total won amount divided by won deals.

Each open deal’s amount multiplied by its probability. When a pipeline allows deal probabilities, a deal’s own probability is used; otherwise its stage probability from your Pipedrive settings. Deals without an amount still count as open deals but add nothing to the totals.

Won deals use their won time and lost deals their lost time, in UTC. Days to close runs from the deal’s creation to that time. The open pipeline is your current pipeline when the data was read; a deal is past due when its expected close date has passed.

No. Amounts stay in each deal’s currency and are never converted. Choose a currency with the filter.

Deals that are not archived or deleted. The report reads deal titles, values, statuses, pipelines, stages, dates and currencies, plus your pipeline and stage settings. It does not read people, organizations, activities or notes.

The template, PDF and CSV are free. Datapipe plans apply to automatic refreshes from your Pipedrive account.