[et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” da_disable_devices=”off|off|off” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
It is crucial for managers and executives of small and medium-sized businesses to be able to monitor and analyze their company’s performance in real time. Pipedrive, with its “Stats” section and dashboard functionalities, offers a powerful solution for optimizing sales activity and team management. This article explores the various benefits of this functionality and how it can transform your approach to sales management. <\/p>\n
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KPIs (Key Performance Indicators) are essential metrics for measuring the effectiveness of actions taken and achieving objectives. They provide a clear, quantifiable view of performance in various areas, such as sales, marketing, customer satisfaction and much more. By identifying the right KPIs, managers and executives can focus their efforts on the areas that will have the greatest impact on their company’s growth and profitability. <\/p>\n
The EXOCORP collective organizes workshops specially designed to help managers and executives identify the most important KPIs for steering their business and their teams. These workshops enable you to define the key indicators that truly reflect your company’s performance, and develop effective strategies for monitoring and optimizing them. By taking part in these workshops, you’ll be better equipped to make decisions based on accurate data, and to continuously improve your business processes. <\/p>\n
[\/et_pb_text][et_pb_cta title=”Boost your sales performance with Pipedrive!” button_url=”https:\/\/exocorp.pipedrive.com\/scheduler\/6mKYrJTq\/rendez-vous-30-min” button_text=”Make an appointment” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ body_text_color=”#000000″ background_color=”#DEE3E6″ background_image=”https:\/\/exo-corp.com\/wp-content\/uploads\/2022\/10\/social-media-consultant-04.png” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#000000″ button_border_color=”#000000″ button_font=”Inter|700|||on|||RGBA(255,255,255,0)|” button_custom_padding=”12px|35px|12px|35px|true|true” custom_margin=”90px||90px||true|false” custom_margin_tablet=”” custom_margin_phone=”20px||40px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|30px||30px|false|true” custom_padding_tablet=”” custom_padding_phone=”|15px||15px|false|true” custom_padding_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”22px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”1.2em” body_line_height_last_edited=”on|phone” button_text_size_tablet=”” button_text_size_phone=”14px” button_text_size_last_edited=”on|phone” border_radii=”on|15px|15px|15px|15px” border_color_all=”#DEE3E6″ box_shadow_style=”preset3″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Find out how Pipedrive dashboards can transform your sales management by contacting us today.<\/p>\n
[\/et_pb_cta][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Pipedrive dashboards centralize and visualize key data, facilitating decision-making. They provide an overview of company and team performance, which is essential for identifying growth opportunities and areas requiring improvement. Here’s how the various features of Pipedrive’s “Stats” section can help you improve your business management.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-pipedrive-3.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” title_text=”pipedrive 3 dashboard” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Tracking monthly “signed” sales is crucial to assessing your company’s overall performance. With Pipedrive, you can access this data at a glance, enabling you to identify trends, compare results month by month, and take corrective action if necessary.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-4.png” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” title_text=”Pipedrive 4 dashboard” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_image][et_pb_cta title=”Don't let your sales stagnate!” button_url=”https:\/\/exocorp.pipedrive.com\/scheduler\/6mKYrJTq\/rendez-vous-30-min” button_text=”Make an appointment” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ body_text_color=”#000000″ background_color=”#DEE3E6″ background_image=”https:\/\/exo-corp.com\/wp-content\/uploads\/2022\/10\/social-media-consultant-04.png” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#000000″ button_border_color=”#000000″ button_font=”Inter|700|||on|||RGBA(255,255,255,0)|” button_custom_padding=”12px|35px|12px|35px|true|true” custom_margin=”90px||90px||true|false” custom_margin_tablet=”” custom_margin_phone=”20px||40px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|30px||30px|false|true” custom_padding_tablet=”” custom_padding_phone=”|15px||15px|false|true” custom_padding_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”22px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”1.2em” body_line_height_last_edited=”on|phone” button_text_size_tablet=”” button_text_size_phone=”14px” button_text_size_last_edited=”on|phone” border_radii=”on|15px|15px|15px|15px” border_color_all=”#DEE3E6″ box_shadow_style=”preset3″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Contact the experts at EXOCORP to optimize your business processes with Pipedrive.<\/p>\n
[\/et_pb_cta][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Comparing the sales generated by each salesperson is essential to understanding individual contributions and identifying top performers. Pipedrive enables you to create detailed reports by salesperson, making it easier to implement motivation and reward strategies. What’s more, this analysis enables you to identify those sales reps who need support, either through training or by boosting lead generation in their sector via digital channels. This ensures that every member of your team has the resources and support they need to achieve their goals.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-5.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″ title_text=”Pipedrive 5 dashboard”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
By segmenting sales by business sector or type of service, you can better understand which areas are most profitable and where to focus your efforts. This analysis also helps you tailor your offering to market needs.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-6.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” title_text=”Pipedrive 6 dashboard” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Tracking sales by product allows you to identify the key products in your catalog. Pipedrive helps you analyze the performance of each product, enabling you to make informed decisions about which ranges to develop or discontinue.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-7.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” title_text=”Pipedrive 7 dashboard” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Knowing which customers generate the most sales is essential for customer relationship management. Pipedrive enables you to monitor this data closely, making it easier to implement loyalty strategies for your most profitable customers.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-8.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″ title_text=”Pipedrive 8 dashboard”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Business introducers often play a key role in revenue generation. By tracking the sales they bring in, you can assess their effectiveness and adjust your collaborations to maximize results.[\/et_pb_text][et_pb_image src=”https:\/\/exo-corp.com\/wp-content\/uploads\/2024\/08\/Tableau-de-bord-Pipedrive-9.jpg” _builder_version=”4.27.0″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″ title_text=”Pipedrive 9 dashboard”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Understanding the breakdown of sales by buyer type helps you adapt your marketing and sales strategies. Pipedrive gives you a detailed view of this breakdown, enabling you to target your prospects more effectively. <\/p>\n
The number of deals created, won and lost is a key indicator of the health of your sales pipeline. Pipedrive enables you to track these metrics in real time, helping you to identify opportunities and challenges at every stage of the sales process. <\/p>\n
Analyzing the proportion of sales coming from new customers versus repeat customers is crucial to assessing your customer loyalty. Pipedrive helps you monitor this breakdown, enabling you to adjust your retention and acquisition strategies. <\/p>\n
The geographical distribution of your business can reveal development opportunities or under-exploited markets. With Pipedrive, you can easily visualize this distribution and adapt your strategies accordingly. <\/p>\n
Tracking the average basket by product or service type is essential for optimizing your offer and maximizing your revenues. Pipedrive enables you to analyze this data in detail, facilitating strategic decision-making. <\/p>\n
Average sales cycle time by product or service type is a key indicator of the efficiency of your sales process. Pipedrive offers you detailed reports on this duration, enabling you to identify bottlenecks and improve your pipeline. <\/p>\n
Conversion rate and conversion funnel are essential metrics for assessing the effectiveness of your sales process. Pipedrive helps you track these indicators in real time, enabling you to adjust your strategies to maximize your conversion rates. <\/p>\n
Keeping track of the workload and volume of activity handled by your teams is crucial to avoiding burn-out and optimizing productivity. Pipedrive enables you to track this data in detail, facilitating human resources management. <\/p>\n
E-mailing campaigns are a powerful tool for generating leads and building customer loyalty. Pipedrive offers you detailed reports on the performance of your campaigns, enabling you to optimize your communication strategies. <\/p>\n
Analyzing the number of leads generated and converted by channel is essential for assessing the effectiveness of your marketing efforts. Pipedrive helps you track this data, enabling you to adjust your strategies to maximize results. <\/p>\n
Tracking the progress of your business through the sales process is crucial to identifying opportunities and challenges at every stage. Pipedrive gives you an overview of your pipeline, making it easy to manage and optimize your sales process. <\/p>\n
Pipedrive’s revenue forecast reports show you trends in the total value of business in your account. Based on these forecasts, you can better plan your strategies and resources to achieve your financial goals. Pipedrive’s “Stats” section is an indispensable tool for managers and executives of small and medium-sized businesses who want to optimize their sales management. By offering a detailed, real-time view of company performance, these dashboards facilitate decision-making and continuous process improvement. To make the most of these functionalities, it is advisable to enlist the support of EXOCORP experts, who will guide you towards an ever more efficient future. As mentioned at the beginning of this article, we offer workshops specially designed for managers and executives. These workshops will help you identify the most important KPIs for managing your business and your teams. Contact us to schedule a workshop at a time that suits you, and start transforming your business management today.[\/et_pb_text][et_pb_cta title=”Take control of your business data!” button_url=”https:\/\/exocorp.pipedrive.com\/scheduler\/6mKYrJTq\/rendez-vous-30-min” button_text=”Make an appointment” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ body_text_color=”#000000″ background_color=”#DEE3E6″ background_image=”https:\/\/exo-corp.com\/wp-content\/uploads\/2022\/10\/social-media-consultant-04.png” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#000000″ button_border_color=”#000000″ button_font=”Inter|700|||on|||RGBA(255,255,255,0)|” button_custom_padding=”12px|35px|12px|35px|true|true” custom_margin=”90px||90px||true|false” custom_margin_tablet=”” custom_margin_phone=”20px||40px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|30px||30px|false|true” custom_padding_tablet=”” custom_padding_phone=”|15px||15px|false|true” custom_padding_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”22px” header_font_size_last_edited=”on|phone” body_font_size_tablet=”” body_font_size_phone=”” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”1.2em” body_line_height_last_edited=”on|phone” button_text_size_tablet=”” button_text_size_phone=”14px” button_text_size_last_edited=”on|phone” border_radii=”on|15px|15px|15px|15px” border_color_all=”#DEE3E6″ box_shadow_style=”preset3″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Get a free demonstration of Pipedrive’s features by contacting us now.<\/p>\n
[\/et_pb_cta][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.1″ _module_preset=”90865f4d-2cce-42a7-b40e-d3fbad25605a” text_font=”Inter|700|||||||” text_text_color=”#000000″ text_font_size=”30px” text_line_height=”1em” header_2_font=”Inter|700|||||||” header_2_text_color=”#000000″ header_2_font_size=”40px” header_2_line_height=”1.2em” width_tablet=”” width_phone=”” width_last_edited=”on|tablet” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|tablet” custom_margin=”||40px||false|false” text_font_size_tablet=”30px” text_font_size_phone=”30px” text_font_size_last_edited=”on|phone” text_line_height_tablet=”1em” text_line_height_phone=”1em” text_line_height_last_edited=”on|tablet” header_2_font_size_tablet=”32px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” header_2_line_height_tablet=”1.4em” header_2_line_height_phone=”1.6em” header_2_line_height_last_edited=”on|tablet” global_colors_info=”{%22gcid-d9c09dce-be79-4616-8283-fcaa1d6f5cc3%22:%91%93}” theme_builder_area=”post_content”]<\/p>\n
Frequently asked questions<\/p>\n
[\/et_pb_text][et_pb_accordion open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#FFFFFF” use_icon_font_size=”on” icon_font_size=”30px” icon_font_size_tablet=”30px” icon_font_size_phone=”24px” icon_font_size_last_edited=”on|phone” admin_label=”OContents V5 – Olena – Accordion” _builder_version=”4.27.0″ _module_preset=”default” toggle_text_color=”#000000″ toggle_level=”h2″ toggle_font=”Inter|700|||||||” toggle_font_size=”18px” toggle_line_height=”1.2em” body_font=”Inter||||||||” body_text_color=”#000000″ body_line_height=”165%” body_link_font=”|700|||on|||#000000|” body_link_text_color=”#000000″ custom_margin=”-30px||0px||false|false” custom_margin_tablet=”-30px||0px||false|false” custom_margin_phone=”0px||0px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”0px|0px|40px|0px|false|false” toggle_font_size_tablet=”20px” toggle_font_size_phone=”20px” toggle_font_size_last_edited=”on|desktop” custom_css_toggle=”padding:0 !important;||margin: 0 !important;” custom_css_toggle_title=”padding: 35px 45px 35px 0 !important;” custom_css_toggle_icon=” content: %22L%22 !important;|| background-color: #000;|| display: block !important;|| transition: 0.3s;|| right: 0 !important;|||| border-radius: 50%;|| padding: 5px 7px 6px 4px;|| transform: translate(0, -50%) rotate(0deg);|| margin-top: 0;” custom_css_toggle_content=”font-weight: 400;” border_width_all=”0px” border_width_bottom=”1px” border_color_bottom=”#000000″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_accordion_item title=”What is %22Stats%22 on Pipedrive?” open=”on” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Pipedrive’s “Stats” section lets you create customized dashboards to monitor your company’s sales performance in real time.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Why is it important to track sales by salesperson?” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n
Tracking sales by salesperson enables us to understand individual contributions and to implement appropriate motivation and reward strategies.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”How can Pipedrive help optimize the sales cycle?” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n
Pipedrive offers detailed reports on deal duration at every stage of the sales process, enabling you to identify slowdowns and make adjustments to speed up sales.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”What are the advantages of geographic business distribution?” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n
Analyzing the geographical distribution of business can reveal development opportunities or under-exploited markets, helping to adapt sales strategies.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”How can Pipedrive dashboards be shared?” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” open=”off”]<\/p>\n
Dashboards can be shared with sales staff, managers, executives and even people outside the organization, such as investors, while guaranteeing the confidentiality of sensitive data.<\/p>\n
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Introduction It is crucial for managers and executives of small and medium-sized businesses to be able to monitor and analyze their company’s performance in real time. Pipedrive, with its “Stats” section and dashboard functionalities, offers a powerful solution for optimizing sales activity and team management. This article explores the various benefits of this functionality and […]<\/p>\n","protected":false},"author":1,"featured_media":1092490,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","rank_math_title":"Optimize your sales with Pipedrive dashboards","rank_math_description":"Find out how to use Pipedrive dashboards to improve your sales management. \ud83d\udcc8 Contact EXOCORP now! ","rank_math_focus_keyword":"Pipedrive dashboard","footnotes":""},"categories":[54,53],"tags":[],"class_list":["post-1092939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pipedrive-en","category-tools-and-methods"],"_links":{"self":[{"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/posts\/1092939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/comments?post=1092939"}],"version-history":[{"count":2,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/posts\/1092939\/revisions"}],"predecessor-version":[{"id":1092941,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/posts\/1092939\/revisions\/1092941"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/media\/1092490"}],"wp:attachment":[{"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/media?parent=1092939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/categories?post=1092939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/exo-corp.com\/en\/wp-json\/wp\/v2\/tags?post=1092939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}