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As the business guru Peter Drucker once said: "You can't improve what you don't measure."
Use pipe reports to keep track of your team's performance and continually improve your process.
📌Learn how to create a pipe reports and if you like, watch a video about it:
Data available to your reports
All information is extracted from the fields of all cards in your pipe and organized in a customizable spreadsheet.
To create a report, add filters to specify what data you want to analyze. When you're done, save the report to access it whenever you need the information.
📌 Important: Pipefy exports data up to 30,000 cards. Each card corresponds to a line in your table.
When should I create a pipe report?
In all situations where you need to view and assess what’s going on in your pipe.
The reports tool can help you improve your processes by analyzing productivity, time spent in each phase, monthly deliveries, or how many cards are in progress (just to give some examples).
Gather information from your pipe to analyze the Customer Support's team key metrics, such as:
Amount of time a customer spends in one or more phase
Number of conversations (clients) per teammate
Ticket volume (by tracking the number of cards)
Client response time
Team member performance
Use pipe reports to track your HR team's performance by analyzing:
Number of candidates interviewed at any given time
Volume of resumes received in a specific period
Amount of time a candidate spent in the recruitment phases before moving to the onboarding process
Through pipe reports, track team performance by filtering by team member or time period You can also combine values to:
Discover which phase is taking more time and money from your team
Extract the amount, minimum, maximum, or summation of the spent/income values in the entire process
Analyze your cash flows
Learn more about process management with Pipefy Academy’s free courses. Join Pipefy's Community to ask questions, share ideas, give feedback about our product, and engage with other members.