This guide walks you through the various options available when customizing Pipedrive widgets.
With Geckoboard you can connect to multiple Pipedrive accounts. To do this, open the Account menu and click.
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.
For example, you add a second metric to a column chart to show Started deals vs Closed deals.
Or, you create a line chart to show Lost deals vs Won deals.
The visualization picker allows you to choose between plotting your data as:
- Line chart
- Column chart
- Bar chart
The options available depends on how you've configured your widget. See our guide to choosing the right visualization for your data.
Open the Pipeline menu to switch to a different pipeline, or show data from all your pipelines.
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.
Or, you use bar charts to show Activities completed grouped by Type for different teams.
If you're creating a Line or Column chart and haven't chosen additional metrics to compare, you can Split by a chosen dimension.
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.
The Gauge visualization supports setting minimum and maximum values. If left blank, these values are automatically calculated.
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.
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.
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.