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Process management can be divided into three main steps:

  • Collecting inputs (candidates applications, purchase orders, new customers, or leads or marketing requests, for example)

  • Executing (following the steps and phases of the process to get to the expected output)

  • Reporting and analyzing metrics.

This article specifically covers the third step of a process: reporting and analyzing metrics.

Pipe Reports

To easily identify bottlenecks, have meaningful insights, and analyze all data from a process in one place, Pipe Reports is what you need.

This feature allows you to easily create and save reports with pre-selected filters to access whenever you need the information, extracting data from cards’ fields in an organized and customizable table.

Company Reports

If you use Pipefy to manage many processes within your company or department, you can use Company Reports to create and save company level reports by combining and filtering data of two or more pipes.

In this way, you’ll have an overview of your entire operation in one and only table.

Dashboards

Besides the reports, you can also visualize your processes’ data in different formats, such as lines, areas, bars, tables, calendars, and much more, customizing them according to your needs and metrics you’re looking for to analyze.

Dashboards are a native BI tool that enables you to collect, track, and combine different data from your processes to view them dynamically and create your own charts and metrics.

Report results with customized dashboards and show faster ROI with Pipefy.

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