Estimated reading time: 3 minutes
What are pipe reports?
This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information.
How can pipe reports be used?
Pipe reports can be used in a lot of different situations in which you could need to view and assess what’s going on in your pipe.
The reports tool can help you greatly improve your processes by analyzing productivity, time spent in each phase, etc.
Check out the example below to learn more about what this advanced tool offers you:
When managing your company's sales pipeline in Pipefy you may be interested in keeping track of a few specific scenarios, such as:
- How many of the open opportunities are in the negotiation phase (and how long they've been in it);
- The total amount of one of your agents’ deals over the past 6 months;
- The amount of proposals your agents have sent over the last couple of months;
- How fast deals are closed and much more.
With the reports tool you can create both simple and complex filters to easily visualize specific information from your process.
Important: Pipefy only exports reports with 30k lines or less. If your report (either company or pipe) encompasses more than 30 thousand cards, only the first 30k lines will be exported.