Pipedrive CRM Setup Service Request help setting up Sales Management Dashboards in Databox with data from Pipedrive CRM Question Title * 1. Email Address Question Title * 2. First Name Question Title * 3. Last Name Question Title * 4. Your Company Name Question Title * 5. Which of the following dashboards are you interested in? (Check all that apply.) Account Overview. An overview of your entire Pipedrive Account, including Deals Started, Deals Won Amount, Activities Completed, and Emails Sent. Sales Rep Account Drilldown.A drilldown into the oveerall performance of one specific rep, including metrics like Deals Started by Owner, Deals Won Amount by Owner, Activities Completed by Owner, and Emails Sent by Owner. Activities Overview. An overview of Activities, Meetings, Calls, Emails, Tasks, and Deadlines from your Pipedrive Account. Sales Team Activities Drilldown. A side-by-side view into the activities of all reps, including Meetings, Calls, Emails, Tasks, Deadlines, Lunchs, etc. Sales Rep Activities Drilldown. A drilldown into the activities of one specific rep, including Activities, Meetings, Calls, Emails, Tasks, and Deadlines from your Pipedrive Account. Sales Team Sales Drilldwn. A side-by-side view into the Sales of all reps, including Deals Started, Deals Won, Deals Win Rate, Deals Lost Amount, etc. Sales Rep Sales Drilldown. A drilldown into the Sales of one specific rep, including Deals Started, Deals Won, Deals Win Rate, Deals Lost Reasons, etc. Pipeline Overview. An overview of the performance of different pipelines in your Pipedrive Account, including Deals Started by Pipeline, Deals Won Amount by Pipeline, Deals Win Rate by Pipeline, etc. Pipeline Drilldown. A drilldown view of the number of deals and dollar values of deals in different stages of one specific pipeline. Other (please specify) Question Title * 6. Which best describes your sales team? Multiple sales teams with different roles (business development reps, reps selling to market 1, reps selling to market 2, account managers, etc) Multiple sales managers each overseeing a team of sales reps with similar activities and goals One person overseeing a small sales team One salesperson Question Title * 7. Please list the names of your sales manager(s) and sales rep(s). Question Title * 8. Please share the name(s) of the pipeline(s) you'd like to report on in Databox. Question Title * 9. Please list the Stages of your Pipeline(s) in order. Question Title * 10. Is there any specific Organizations or Persons data that you'd like to report on in Databox? If so, please explain. Question Title * 11. If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here. PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only. Choose File Choose File No file chosen Remove File If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here. Question Title * 12. Do you have any other custom requests or information you'd like to share? Question Title * 13. If you have an Agency Databox Account, would you like these dashboards built in your Agency Account, or in a Client Account? NOTE: If the dashboards are built in your Agency Account, they can be saved and used in Client Accounts. Agency Account Client Account (please specify) Question Title * 14. I give Databox permission to start a free trial of a paid subscription if it is necessary to provide this free setup assistance. No obligation to purchase or credit card required. Agree Disagree Done
