Intro
Pipedrive is a CRM and sales pipeline tool designed with small teams in mind.
Usage
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Business questions that can be answered:
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Where are most of my prospects are coming from?
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Who are my high performers / top talent?
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What can I do today to exceed my sales goals?
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Metrics included in the app:
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Average Sales Cycle
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Bottom Sales Rep Closers
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Bottom Salespeople
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Close Rate
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Leads, Wins and Losses
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Oldest Opportunities
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Open Opportunities
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Opportunities by Rep
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Org Wins
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Projected Sales
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Sales Funnel
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Sales Pipeline
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Sales Trend
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Top 10 Closers
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Top Salespeople
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Win Rate
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Authentication
A Pipedrive API key is required to authenticate. To obtain your Pipedrive API Key:
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Log in to your Pipedrive account.
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Click on your name in the top left corner, then Settings.
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Click on Personal, and then API,
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Copy the API token.
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Go back to the Pipedrive connector screen in Domo and paste in your API key in the API Key field.
QuickStart Reports and Configurations
For a list of Pipedrive reports, see Pipedrive Connector.
QuickStart Data
The Pipedrive QuickStart will provide the following data collections and cards:
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Executive Pulse: 4 metrics you should check every morning. |
Bottom Sales Rep Closers |
BOTTOM SALES REP CLOSERS |
Persons |
Executive Pulse: 4 metrics you should check every morning. |
Projected Sales |
PROJECTED SALES |
Deals |
Executive Pulse: 4 metrics you should check every morning. |
Sales Pipeline |
SALES PIPELINE |
Deals |
Executive Pulse: 4 metrics you should check every morning. |
Top Salespeople |
TOP SALESPEOPLE |
Persons |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Leads and Opportunities: See where most of your prospects are coming from. |
Close Rate |
CLOSE RATE |
Deals |
Leads and Opportunities: See where most of your prospects are coming from. |
Leads, Wins and Losses |
LEADS, WINS AND LOSSES |
Deals |
Leads and Opportunities: See where most of your prospects are coming from. |
Oldest Opportunities |
OLDEST OPPORTUNITIES |
Deals |
Leads and Opportunities: See where most of your prospects are coming from. |
Open Opportunities |
OPEN OPPORTUNITIES |
Deals |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Sales Reps: Recognize, reward and position your top talent for top performance. |
Bottom Salespeople |
BOTTOM SALESPEOPLE |
Persons |
Sales Reps: Recognize, reward and position your top talent for top performance. |
Opportunities by Rep |
OPPORTUNITIES BY REP |
Persons |
Sales Reps: Recognize, reward and position your top talent for top performance. |
Org Wins |
ORG WINS |
Persons |
Sales Reps: Recognize, reward and position your top talent for top performance. |
Top 10 Closers |
TOP 10 CLOSERS |
Persons |
Collection
|
Card |
Card Description |
Data Name |
---|---|---|---|
Sales: What you can do today to exceed your sales goals. |
Average Sales Cycle |
AVERAGE SALES CYCLE |
Deals |
Sales: What you can do today to exceed your sales goals. |
Sales Funnel |
SALES FUNNEL |
Deals |
Sales: What you can do today to exceed your sales goals. |
Sales Trend |
SALES TREND |
Deals |
Sales: What you can do today to exceed your sales goals. |
Win Rate |
WIN RATE |
Deals |
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