Creating Pipedrive widgets

This guide walks you through the various options available when configuring a Pipedrive widget.Widget config for Pipedrive

Account

With Geckoboard you can connect to multiple Pipedrive accounts. To do this, open the Account menu and click Add connection.

Metric

The metric picker allows you to select any of the Pipedrive metrics Geckoboard supports.

Line charts, Column charts and Tables allow plotting a second metric on the same widget. To do this, click Add second metric.

For example, you add a second metric to a column chart to show Started deals vs Closed deals.Column chart widget showing Pipedrive deals data

Or, you create a line chart to show Lost deals vs Won deals.Line chart widget showing Pipedrive deals data

Visualization picker

The visualization picker allows you to choose between plotting your data as:

  • Number
  • Line chart
  • Column chart
  • Bar chart
  • Leaderboard
  • Table

The options available depends on how you've configured your widget. See our guide to choosing the right visualization for your data.

Pipeline

Open the Pipeline menu to switch to a different pipeline, or show data from all your pipelines.

Grouping

If you want to group by a certain dimension you need to select a visualization that supports grouping:

  • Column chart (under Horizontal Axis)
  • Bar chart (Labels)
  • Leaderboard (Labels)
  • Table (Group by)

For example, you use a leaderboard to show Deals won grouped by Contact person.Leaderboard widget showing Pipedrive deals data

Or, you use bar charts to show Activities completed grouped by Type for different teams.Leaderboard widget showing Pipedrive deals data

Split by

If you're creating a Line or Column chart and haven't chosen additional metrics to compare, you can Split by a chosen dimension.

Time

The time picker allows you to select timeframe for your data. You can also create a Custom period from the bottom of the select menu.

Compare to previous period

If you're creating a Number or Line chart, you can compare to a previous period.

Min/Max values

The Gauge visualization supports setting minimum and maximum values. If left blank, these values are automatically calculated.

Filter results

Filters allow you to dial in to the exact value you care about. Filter options available include:

  • Is: show only those values that the data is
  • Is not: show only those values that the data is not

Set a goal

On the Number, Line, Column and Bar charts visualizations it's possible to show your progress towards a chosen target by setting a goal.

Setting a Starting from value on Number visualizations enables you to set more meaningful goals.

Formatting

The Formatting menu allows you to overrule the automatically set number of decimal places used, or add additional information about the values on your widget. For more information, see our guide to using the data formatting options.

Tip

For widgets with currency values, the currency displayed is pulled from the default setting on your Pipedrive account.

To set this, go to Settings > Personal preferences > Account and find the 'Default currency' option. You can also select a custom currency as your default.

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