Master Overview: Metric Builders for Pipedrive CRM

The Metric Builders for Pipedrive CRM allow you to create Custom Metrics based on Deals, Activities, Organizations, and Persons data. A summary of each Metric Builder for Pipedrive CRM is outlined below, along with links to full documents outlining the functionality of each Metric Builder.

Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.

You can access custom fields using Metric Builders for Pipedrive for specific data types. Text, user, varchar, stage, and pipeline data types are supported. Other data types (such as date fields) are not currently supported by these Metric Builders.

How the Metric Builder for Deals works

To track open, won, or lost Deals during a specified Date Range, you'll want to use the Metric Builder for Deals.

This Metric Builder allows you to access Deal-specific data. You can use custom filters created within your Pipedrive CRM account to further break down and analyze your Deals data.

For example, if you wanted to report on Deals Won Amount by a specific Currency, you'd want to create a custom filter in Pipedrive CRM where custom field = Currency. You can then pull the Deals data into Databox to report on Deals Won Amount by a specific Currency.

Sample Custom Metrics: ''Deals Won Amount by Deal Owner", "Deals Lost by Reason'', ''Deals Started by Pipeline''

Learn more about the Metric Builder for Deals here.

How the Metric Builder for Activities works

To report on Emails, Calls, Meetings, Tasks, and other activities during a specified Date Range, you'll want to use the Metric Builder for Activities.

This Metric Builder allows you to access Activity-specific data. You can use custom filters created within your Pipedrive CRM account to further break down and analyze your Activity data.

For example, if you wanted to report on Lunches Added by a Contact Person, you'd want to create a custom filter in Pipedrive CRM where the custom field = Contact Person. You can then pull the Activities' data into Databox to report on Lunches Added by a Contact Person.

Sample Custom Metrics: "Emails Sent by Owner," "Meetings Added by Company," ''Deadline Added by Organization''

Learn more about the Metric Builder for Activities here.

How the Metric Builder for Organizations works

To report on Organizations-based Metrics like Open Deals Count, Email Messages Count, People Count, Undone Activities Count, Files Count, etc., for a specific group of Organizations during a specified Date Range, you'll want to use the Metric Builder for Organizations.

This Metric Builder allows you to access Organization-specific data. Each Custom Metric built using this Metric Builder will return a list of Organizations and their associated Metric Values. The only Organizations that will be returned satisfy the parameters outlined in the Filter(s). Filters can be added to differentiate between individual Organizations or Metric Values.

You can use custom filters created within your Pipedrive CRM account to further break down and analyze your Organization data.

For example, if you wanted to report on Undone Activities Count by Attached Product, you'd want to create a custom filter in Pipedrive CRM where custom field = Attached Product. You can then pull the Undone Activities' data into Databox to report on Undone Activities Count by Attached Product.

Sample Custom Metrics: "Open Deals Count by Organizations," "Done Activities Count by Organizations," ''Notes Count by Organizations''

Learn more about the Metric Builder for Organizations here.

How the Metric Builder for Persons works

To report on Persons-based Metrics like Lost Deals Count, Email Messages Count, Done Activities Count, Files Count, Followers Count, etc., for a specific group of Persons during a specified Date Range, you'll want to use the Metric Builder for Persons.

This Metric Builder allows you to access Person-specific data. Each Custom Metric built using this Metric Builder will return a list of Persons and their associated Metric Values. The only Persons that will be returned are those that satisfy the parameters outlined in the Filter(s). Filters can be added to differentiate between individual Persons or Metric Values.

You can use custom filters created within your Pipedrive CRM account to further break down and analyze your Person's data.

For example, if you wanted to report on Done Activities Count by Attached Product, you'd want to create a custom filter in Pipedrive CRM where custom field = Attached Product. You can then pull the Done Activities' data into Databox to report on Done Activities Count by Attached Product.

Sample Custom Metrics: "Won Deals Count by Persons," "Undone Activities Count by Persons," "Email Messages Count by Persons"

Learn more about the Metric Builder for Persons here.