How to create custom sales reports on Pipedrive

intermediate 8 min read Updated 2026-03-18

Quick Answer

Custom sales reports in Pipedrive are created through the Insights section where you can build reports using various data sources, filters, and visualization options. You can customize metrics, date ranges, and groupings to match your specific sales analysis needs.

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Prerequisites

Active Pipedrive account with reporting permissions
Basic understanding of Pipedrive pipeline structure
Access to sales data in your Pipedrive account
Knowledge of your key sales metrics and KPIs

Step-by-Step Instructions

Navigate to the Insights section

Log into your Pipedrive account and click on Insights in the main navigation menu. From the dropdown, select Reports to access the reporting dashboard where you can view existing reports and create new ones.

If you don't see the Insights option, check your user permissions or upgrade to a plan that includes advanced reporting features.

Start creating a new custom report

Click the + New report button in the top right corner of the Reports page. Choose Custom report from the options presented. This will open the report builder interface where you can configure your custom sales report parameters.

Select your data source and report type

In the report builder, choose your primary data source from options like Deals, Activities, People, or Organizations. For sales reports, Deals is typically the most relevant. Then select your preferred visualization type such as Table, Chart, or Dashboard.

Start with a table format for detailed data analysis, then switch to charts for executive summaries and presentations.

Configure metrics and dimensions

Add your desired metrics by clicking + Add metric and selecting options like Deal value, Number of deals, or Conversion rate. Set up dimensions using + Add dimension to group data by criteria such as Pipeline, Deal stage, Owner, or Organization.

Limit your initial report to 3-5 key metrics to avoid information overload and ensure clarity.

Apply filters and date ranges

Click on Filters to narrow down your data scope. Set up filters for specific pipelines, deal stages, users, or custom fields relevant to your analysis. Configure the Date range by selecting options like Last 30 days, This quarter, or create a Custom range for specific time periods.

Use relative date ranges like 'Last 30 days' for reports that will be viewed regularly, as they automatically update.

Customize the report layout and formatting

Adjust your report's appearance using the formatting options. Modify column widths, sort orders, and conditional formatting rules. For charts, customize colors, labels, and axis settings. Use the Settings panel to configure how data is displayed and aggregated.

Apply conditional formatting to highlight important thresholds, such as deals above a certain value or overdue activities.

Preview and save your custom report

Click Preview to see how your report will look with current data. Make any necessary adjustments to filters, metrics, or formatting. Once satisfied, click Save report, give it a descriptive name like Monthly Sales Performance by Team, and choose whether to share it with specific team members or keep it private.

Create a naming convention for your reports that includes the time period and main focus to make them easy to find later.

Set up automated scheduling and sharing

After saving, click on the report settings and select Schedule to set up automatic email delivery. Choose the frequency (daily, weekly, monthly), recipients, and email format. You can also create a Dashboard to combine multiple custom reports for executive viewing.

Schedule reports to be sent on specific days when stakeholders are most likely to review them, such as Monday mornings for weekly reports.

Common Issues & Troubleshooting

Report shows no data or empty results

Check your date range and filters to ensure they include relevant data. Verify that the selected pipeline or deal stages contain deals within the specified timeframe. Also confirm you have permission to view the data being requested.

Custom fields are not appearing in the report builder

Ensure your custom fields are properly configured in Settings > Data fields and have the Show in reports option enabled. Contact your Pipedrive admin if you don't have permission to access certain custom fields.

Report takes too long to load or times out

Reduce the date range or add more specific filters to limit the amount of data being processed. Consider breaking large reports into smaller, more focused reports for better performance.

Scheduled reports are not being delivered

Check your email settings and spam folders. Verify that the report schedule is active and recipients have valid email addresses. Ensure your Pipedrive subscription includes automated report delivery features.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Pipedrive website before purchasing.

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