Pivot Table Reports in Pipeliner CRM

Juraj Perina

February 10, 2017 07:25

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You no longer need to export your data from CRM to generate dynamic pivot table reports! With the Pipeliner CRM reporting feature and its profile settings you can predefine opportunity filters, sorting, and display options based on sales roles to quickly generate the pivot table reports you need.

What is a Pivot Table Report?

A pivot table is an advanced method for comparing data and sharpening insights across multiple data sets. The pivot table in Pipeliner CRM enables you to summarize your field values into a spreadsheet in order to give a better overview of sales data.

A Pivot Report is a report that summarizes selected columns and rows of data into a spreadsheet.

Below is the example of a pivot table:

As you can see, a pivot table summarizes the values within the cells in the columns as well in the rows.

Dynamic Reports with Pivot Tables: Real-World Examples

#1: How to create a pivot table on “Open sales opportunities per sales pipeline steps”

Run a pivot table report within Management Reports:

1. Run Pipeliner CRM. Click "Reports" and "Management Reports" within the main bottom menu.

2. Open the sidebar column and click "New Report".

3. Name it "Sales Opportunities Value per Sales Step", select the “Opportunity” report type and click "Save".

4. Click on View Settings. Change the Report Type from Standard to Pivot.

5. Configure View Settings by assigning correct "Row" and "Column" fields and "Cumulation" settings.

6. Close Settings, and view the pivot table.

7. Do not forget to save your report by clicking the “Save” button on a very bottom of the report screen.

#2: How to create a pivot table report on Sales Opportunities Products and Services

Run a Pivot Table Report within Management Reports:

  1. Run Pipeliner CRM. Click "Reports" and "Management Reports" within the main bottom menu.
  1. Open the sidebar column and click "New Report".
  1. Give it a name, select the "Products and Services" report type and click Save.

4. Configure View Settings by assigning the correct "Row" and "Column" fields.

5. Do not forget to save your report by clicking the “Save” button on a very bottom of the report screen.

#3: How to create a pivot table report on Open Sales Opportunities per Sales Units with Revenue Per Month

Run a Pivot Table Report within Management Reports:

  1. Run Pipeliner CRM and click "Reports" and "Management Reports" within the main bottom menu.
  1. Open the sidebar column and click "New Report".
  1. Name it "Sales Opportunities per Sales Unit over Monthly Revenue", select the “Opportunity” report type and click "Save."
  1. Click on View Settings. Change the Report Type from Standard to Pivot.
  1. Configure View Settings by assigning correct "Row" and "Column" fields and "Cumulation" Settings. Check the "Open” opportunity status.

6. Close Settings, and view the pivot table.

Do not forget to save your report by clicking the “Save” button on a very bottom of the report screen.

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