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PipelineDeals Reports and Dashboards

PipelineDeals Dashboard

Power up your PipelineDeals! Create custom reports and dashboards on your PipelineDeals leads and deals. Create and update deals directly from reports.

Report

Create beautiful sales reports and dashboards. Visualize your CRM through charts, tables, calendars, and more.

Extend

Create a single view of the customer by adding in accounting, support, project, and other data sources.

Take Action

Create and update leads and deals right from your reports. Drill from charts into detailed data right back to PipelineDeals.
Upcoming Work Dashboard

PipelineDeals Reports Made Easy

Use prebuilt reports to quickly get started. Customize reports to meet your specific CRM needs.

Join Thousands of Satisfied Customers

“The endless filters, groupings, and measures Easy Insight offers has provided us the flexibility to view our project data unlike we have before.”

ten24 Digital Solutions
Easy Insight is a leader in Business Intelligence on G2
Easy Insight is a leader in Business Intelligence on G2
Easy Insight is a leader in Business Intelligence on G2
Users love Easy Insight on G2
Report Editor Sample

Optimize your Sales Process

Build the PipelineDeals reports and dashboards you need to improve conversion rates, accelerate sales cycles, and meet your quotas. Chart your sales and map your leads. Merge in data from your other SaaS systems to get a full view of your business.

Two Way Reports to Improve Productivity

Improve sales productivity by quickly updating contacts, companies, and deals right from reports. Identify dirty data with reports, and fix the data right from the same reports.

Two Way Editing Sample

Get the reports you need now!

Have questions? Contact us!
Call us at 720-316-8174 or contact us at sales@easy-insight.com.
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