Disclaimer: we are currently working on adding the "or" filter to improve your reports' customization level. This option will be available to Pipefy users as soon as possible, so stay tuned for the updates!
Estimated reading time: 3 minutes
Pipefy is all about making your workflow better, right? And as Peter Drucker, a well known business guru, once wisely said:
"If you can't measure it, you can't improve it."
Pipe reports will enable you, and your team, to keep eveything on track. Always.
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, like "and" or "or", 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.
Would you like to watch a video to understand Pipe Reports? Click below!