This is what your ‘Reports’-dashboard looks like. If you already have a saved report and want to access it, just click on its title. If you’d like to create a new report, click on the ‘Create new report’-button.
This is the first screen you see after clicking the ‘Create new report’-button. The standard columns shown on all new reports are ‘Title’, ‘Current phase’, ‘Creator’ and ‘Created at’. The records are related to the Cards on your Pipe.
On the top right of your screen you can find three buttons:
1. Formula - The formula function works for ‘Number’-type fields.
As soon as you enable ‘Formula’, a field will appear where you can choose to display the Sum, Average, Minimum value or Maximum value.
2. Field select - You can customize the information you want to see on your report by clicking the second button. When you click it, it’ll open a dropdown menu with all Phases and Fields you have on your Pipe. Check the boxes with the Field of origin of the information you want to see.
3. Export - As soon as you click ‘Export’, your report will be converted in XSLX format, and a link to download it will be sent to your registered e-mail. From here, you can extract your data and work with it in other software.
Let’s set up your report!
As a first, think carefully of what you would like to see on your Pipe Report already when creating Fields. Each Field contains information that can be displayed and thoroughly analyzed in your report.
Then, select the Fields you want to see via the 'Columns'-button (2). You’re able to drag and drop the columns to change the order in which they appear. You can also click on the column's name to order the information based on that information (for example: clicking on ‘Label’ will have your report’s information ordered and grouped by their labels. The same goes for creator, assignees, etc.).
For this example, I decided to set a fictional case of a Sales Pipeline:
In my report, I would like to evaluate how my sales agents are performing in terms of Deal Value. You can see that my average deal value is $686,60 and that Carolina currently closed the best deal.
Now, let’s assume we have a very big Pipe with a lot of Cards and 12 different sales agents. You want to see only the deals Carolina has closed. In this case, move to the left side of your Reports dashboard – ‘Filtering’. Here, you can set filters so only the information that matches your criteria will be displayed in your report.
In my Sales Pipeline, it can also be useful to track my agents’ performance over fixed periods of time, say, months. In that case, you can filter based on proposals sent in the past month by simply clicking ‘Proposal sent on’, which is a field in the ‘Proposal’-phase of the Sales Pipeline. Here, you can choose to filter based on period, relative or absolute values.
Period means you set a specific period, which can be today, yesterday, last month or maybe this week.
Relative values ask you to indicate if you want to see [more than/is/less than] [X days/hours] [ago/ahead].
Absolute values ask you to indicate [more than/is/less than/is unknown/has any value] of a specific date.
Saving your Report
As soon as you’re satisfied with the layout of your report, you can save it. By saving a report, you basically created a template for a report, with all columns already set in place. The report will be updated as soon as more cards are created. The possibility to save your reports is especially useful if you want to measure different things within one single Pipe.
You can find the blue ‘Save report’-button on the lower left corner of your screen.