Pipedrive
The integration of "Pipedrive" Connector seamlessly connects your Pipedrive account to Whatsdash™, utilizing data to generate visually appealing reports on the dashboard. Simply click on the "+" icon of Pipedrive from the list of available integrations on the "Integrations" page.
Then provide your login credentials to establish the connection with the data source. Once the data source is linked, it will appear in the list of connected integrations.
Now you can generate report with Pipedrive as per below screen shot.
Pipedrive metrics and dimensions -
List of Metrics
| Name | Category | Description |
|---|---|---|
| Deal | deal | Total deal count |
| Deal Value | deal | The monetary value associated with the deal, representing the amount of money that is expected to be earned if the deal is successfully closed. |
| Deal Probability | deal | The likelihood of the deal being closed successfully, represented as a percentage (0-100%), based on the deal's current stage and other factors. |
| Leads | lead | A collection of potential sales opportunities or prospects that have been identified but not yet qualified as deals. Leads in Pipedrive are used to track potential customers before they are moved into the sales pipeline. |
| Leads Value | lead | The total estimated value of the leads, representing the potential revenue from the prospects that have been identified but not yet converted into deals. |
List of Dimensions
| Name | Category Name | Description |
|---|---|---|
| Deal Id | deal | A unique identifier assigned to each deal within Pipedrive. |
| Deal Title | deal | The name or title assigned to a deal, used to describe the opportunity or project within Pipedrive. |
| Deal Status | deal | The current status of the deal, indicating whether it is open, won, lost, or inactive. |
| Deal Currency | deal | The currency type associated with the deal, used for tracking deal value in a specified monetary unit (e.g., USD, EUR). |
| Deal Origin | deal | The source or origin of the deal, indicating how or where the deal was initiated (e.g., referral, web lead, cold call). |
| Deal Origin ID | deal | A unique identifier for the source or origin of the deal, linking it to a specific lead source, campaign, or referrer. |
| Deal Channel | deal | The primary communication channel through which the deal was sourced or managed, such as email, phone, social media, or in-person. |
| Deal Channel ID | deal | A unique identifier for the communication channel associated with the deal, linking it to specific platforms or methods of contact (e.g., specific email account, phone number, or social media platform). |
| Deal Is Delete | deal | Indicates whether the deal has been deleted from Pipedrive. A true value means the deal is deleted, while False means it is active. |
| Deal Visible To | deal | Defines the visibility level of the deal, specifying which users or teams can view the deal. Common visibility settings include private, team-only, or organization-wide. |
| Deal Lost Reason | deal | The reason provided for why the deal was marked as lost, typically selected from predefined reasons or custom notes explaining why the deal did not close successfully. |
| Person ID | deal | The unique identifier for the person associated with the deal, representing the individual contact or company linked to the deal. |
| Owner ID | deal | The unique identifier of the user or sales representative who owns and is responsible for the deal within Pipedrive. |
| Stage ID | deal | The unique identifier for the stage in the sales pipeline where the deal is currently positioned, reflecting its progress toward closing. |
| Pipeline ID | deal | The unique identifier for the sales pipeline associated with the deal, indicating which pipeline the deal is part of for tracking and reporting purposes. |
| Lead ID | lead | A unique identifier for each lead in Pipedrive, used to track and manage potential sales opportunities before they are converted into deals. |
| Lead Title | lead | The name or title given to a lead, used to describe the potential sales opportunity or prospect within Pipedrive. |
| Lead Currency | lead | The currency type associated with the lead, used to track the potential value of the lead in a specific monetary unit (e.g., USD, EUR). |
| Lead Source Name | lead | The name of the source from which the lead originated, such as a referral, social media, marketing campaign, or organic search. |
| Lead Origin | lead | The specific origin of the lead, indicating the method or platform where the lead was generated, such as a form submission, inbound call, or trade show. |
| Lead Origin ID | lead | A unique identifier for the origin of the lead, linking it to a specific source or campaign that generated the lead. |
| Lead Channel | lead | The communication channel through which the lead was sourced or engaged, such as email, phone, website, or social media. |
| Lead Channel ID | lead | A unique identifier for the channel through which the lead was acquired, linking it to a specific platform or contact method (e.g., specific email account, phone number, or social media handle). |
| Is Archived | lead | Indicates whether the lead or deal has been archived in Pipedrive. A true value means the lead or deal is archived and no longer actively tracked. |
| Was Seen | lead | Indicates whether the lead or deal has been viewed or interacted with by the user. A true value means it has been seen, while False means it has not. |
| Label IDs | lead | A list of unique identifiers for the labels assigned to the lead or deal. Labels are used to categorize and organize leads based on specific characteristics. |
| Visible To | lead | Defines the visibility level of the lead or deal, specifying which users or teams can view the lead. Common visibility settings include private, team-only, or organization-wide. |
| CC Email | lead | An email address that receives a copy of the communication related to the lead or deal. This field is used for adding additional recipients to email correspondence. |
| Owner ID | lead | The unique identifier of the user or sales representative who owns and is responsible for the lead or deal in Pipedrive. |
| Creator ID | lead | The unique identifier of the user who created the lead or deal in Pipedrive, often used for tracking who initiated the record. |
| Organization ID | lead | The unique identifier for the organization associated with the lead or deal, linking it to the relevant company or entity in Pipedrive. |
| Next Activity ID | lead | The unique identifier for the next scheduled activity related to the lead or deal, such as a call, meeting, or task that is planned for follow-up. |
| Person ID | lead | The unique identifier for the person associated with the lead or deal, representing the individual contact or stakeholder related to the opportunity. |
| Year | Time | Year eg. YYYY |
| Year Of Week | Time | Year eg. YYYY of Week |
| Year Of Week(ISO) | Time | Year eg. YYYY of Week(ISO) |
| Year Month | Time | Year Month eg. 201202 |
| Month | Time | Month eg. 02 |
| Year Week | Time | Year Week eg. 201232 |
| Year Week(ISO) | Time | Year Week eg. 201232(ISO) |
| Week | Time | Week eg. (01...53) |
| Week(ISO) | Time | Week eg. (01...53)(ISO) |
| Day Of Month | Time | Day Of Month eg. (01...31) |
| Day Of Week Name | Time | Day Of Week Name eg. Tuesday |
| Day Of Week Name(ISO) | Time | Day Of Week Name eg. Tuesday(ISO) |
| Date | Time | Day eg. 20121231 |