Track Pipedrive data in Geckoboard

In this article, we'll show you how to display information from your Pipedrive account on your Geckoboard dashboard.

The Pipedrive integration has been designed for the Pipedrive product. Adding this data to a dashboard allows you and your team to keep an eye on your sales progress, understand what stage potential deals are at, stay on track to hit your goals and, most of all, grow your business.

Important note

All future changes will be applied to the Pipedrive with the beta marker . As this integration is currently being developed, you may see additions and improvements to it over time. If you discover any bugs, or would like to share any feeback or feature requests for this integration, please email us at support@geckoboard.com.

Looking for information on the legacy integration?

You can find out about this here.

Presets for Pipedrive widgets

  Metric Labels for values or horizontal axis Timeframe Visualization
Value won Value of won deals (sum)   This month Number (currency)
Value lost Value of lost deals (sum)   This month Number (currency)
Deals won Won deals   This month Number
Deals lost Lost deals   This month Number
Activities added Added activities Type This month Bar chart
Activities completed Completed activities Type This month Bar chart
Top creators Started deals Owner This month Leaderboard
Top closers Value of deals won (average) Owner This month Leaderboard

It is possible to edit these presets to present the data in a way that works for your needs. You can also select the option to Build your own widget and display other metrics, timeframes or ways of grouping or splitting the data.

Create a new Pipedrive widget

To create a Pipedrive widget, follow these steps:

  1. Click Add widget, located in the top right of your dashboard.
  2. Search for Pipedrive using the Search sources field.

    Alternatively, you can also scroll down the alphabetical list of integrations until you reach the Beta Pipedrive integration.
  3. Click on the Beta Pipedrive integration.
  4. Choose an option from the list of preset visualizations or select the option to Build your own widget from the bottom left of the list.

Note

Is this is your first Pipedrive widget? You'll need to connect your Pipedrive account to Geckoboard.
If not, you can skip to configuring your Pipedrive widget.

Create a connection with Pipedrive

When adding your first Pipedrive widget, you'll be asked to create a connection and authenticate your Pipedrive account so that we're able to collect your data and display it on the dashboard. You only need to create this connection once – we'll take care of the rest.

To connect your Pipedrive account with Geckoboard, follow these steps:

  1. Click on the Connect button.

    Our Pipedrive integration uses oAuth to connect to Pipedrive, so if you're already logged into Pipedrive on your browser, you will jump straight to the widget configuration screen after a few seconds.

    If you're not logged in to Pipedrive, a new window will appear and allow you to log in for account authorization.
  2. You're now ready to configure your first Pipedrive widget!

Creating multiple Pipedrive connections

You may need to create Pipedrive widgets using a different account to the one you used to create your first Pipedrive widget.

Example

If you want to create a dashboard for the sales teams of both mycompany and yourcompany, you would need to connect separately to these accounts within Geckoboard.

In these cases, you can follow the instructions below to connect a different account or select it for the widget you're creating:

  1. Make sure that you are logged in to the correct Pipedrive account elsewhere in the browser or logged out of Pipedrive completely.
  2. Click Add widget, located in the top right of your dashboard.
  3. Search for Pipedrive using the Search sources field.

    Alternatively, you can also scroll down the alphabetical list of integrations until you reach the Beta Pipedrive integration.
  4. Click on the Beta Pipedrive integration.
  5. Choose an option from the list of preset visualizations or select the option to Build your own widget from the bottom left of the list.
  6. From the top right hand corner of the widget configuration page, click on the name of the Pipedrive account being used to create the widget.
  7. Select the account you need or click on the Add account option to make a new connection
  8. Click on the Connect button.

    If you're already logged into Pipedrive on your browser, you will jump straight to the widget configuration screen after a few seconds.

    If you're not logged in to Pipedrive, a new window will appear and allow you to log in for account authorization.

Build your own Pipedrive widget

The widget configuration screen enables you to select the metrics you want to show, as well as choosing the visualization you'd like to use and adding any filters to the data.

You'll see a preview of the widget as you create it. This will use real data from your Pipedrive account.

Each time you make a change you'll see a message at the bottom left of the preview to indicate whether we're still collecting this data or whether it's complete.

To configure your Pipedrive widget, follow these steps:

  1. Use the dropdown menu to select the Metric you'd like to display.
  2. For some metrics, we'll need additional information on how you would like the metric to be presented. In these cases, an additional dropdown will appear to the left of the metric name and you can select the value you're looking for.

    Tip

    You may find that the Median value gives you a more accurate picture than the Average value (which shows the mean) for currency-based metrics such as the Value of deals won.

  3. If you're creating a line or column chart, you may wish to compare more than one metric within the same chart. You can choose Select multiple... from the dropdown Metric menu to select extra metrics to visualize. Once this has been done you can use the Add metric button below the dropdown menu to add more metrics.

    Tip

    It is possible to compare up to 9 different metrics with a line chart and up to 3 different metrics with a column chart. You can also delete any metrics that you do not wish to include by clicking on the X to the right of the metric name.

    Note

    It is only possible for us to compare metrics which are measuring the same type of value. It is not possible to compare a currency value with a count on the same chart, for example. 

  4. Select the visualization you want to use from the options below the metrics.Visualisation_types.png
    Not all visualizations are appropriate for all metrics and we will only show the visualizations that will be able to provide data for your chosen metric(s).

    Tip

    Using appropriate visualizations can make a world of difference while consuming your dashboards and can help inspire action. We’ve created this handy flowchart which makes it easy to identify the best visualization for the metric you're looking to display.

  5. Select a Time value that you'd like to see data for.

    You can use the Past 7, 1428, 30, or 90 days option to track the previous 7, 14, 28, 30, or 90 full days, or the TodayThis week, or This month option to show the calendar day week, or month in progress. It is also possible to use a Custom timeframe.

    Note

    We always count the week as beginning on a Monday in this Pipedrive integration.

  6. If you are using a line chart or number widget, you may want to show a comparison to the same metric over the previous time period.

    Important note

    A number widget can have either a comparison or a goal but not both. If you add a goal, the comparison will no longer be visible.

  7. You may need to Group your data by a particular value in order to create a chart or leaderboard so that we know which values to use for rows or labels or for the horizontal axis of a chart. For example, it's possible to see many of these metrics calculated for particular owners or stages as well as showing them by time.

    This option is expressed in different ways for different visualizations: 
  8. If you're creating a line or column chart, and haven't chosen additional metrics to compare, you may want to split the data, for example to show performance for particular owners or pipelines within the same chart. It is also possible to split the data by custom fields from your Pipedrive instance. 

    Tip

    It is only possible to use the Split by option when looking at a single metric.

    Warning

    As with additional metrics, the maximum number of columns available is 3 and the maximum number of line chart series is 9. If more than this is available, you will not see all of the available data.

  9. Add any optional Filters to refine this data and click on the Apply button.

    When adding filters, you'll be taken to a new menu and can choose a filter from the dropdown options and a value that you'd like this filter to match.You can filter to show only those values that the data is or to show only those values that the data is not.
  10. If necessary, enable the option to set a Goal and fill in your goal value. You can also specify whether it's a Less than or More than goal. 

    Warning

    If you are using a number widget with a comparison, this will be disabled when you add the goal. It is not possible to show both a comparison and a goal within a number widget.

  11. You can use the Fine-tune Menu to change the number of decimal places used or add additional information about the values being displayed. Instructions for this are available here.
  12. Click on the Add to dashboard button.

Which metrics are available in this integration?

The following metrics are currently available in the Pipedrive integration:

  • All deals.
  • Started deals.
  • Won deals.
  • Lost deals.
  • Closed deals.
  • All activites.
  • Added activities.
  • Completed activities.
  • Average (mean), Median, Maximum, Minimum & Sum:
    • Value of all deals.
    • Value of started deals.
    • Value of won deals.
    • Value of lost deals.
    • Value of closed deals.

Tip

If you're not sure which metrics to track, you might be interested in our SaaS Metrics Generator, which can help you find the right metrics and learn more about them.

Pipedrive widgets refresh rate

Visualizations powered by the Pipedrive integration refresh every 15 minutes.

Features of the Legacy Pipedrive integration

The Legacy Pipedrive integration used a number of preset widgets. The table below shows which widgets are available in this integration, how frequently they refresh and whether it is possible to recreate the data in our New Pipedrive integration:

  Refreshes every Available in New Pipedrive integration? Comments
Recent Deals 5 minutes  
Deals List 5 minutes  
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