Connect Pipedrive to Power BI

Connect the Pipedrive account in Catchr and select the available CRM records. In Catchr’s Power BI query builder, select deal IDs, values, stages and close dates and preview a short extraction. Import the generated URL through Get data > Web in Power BI Desktop. Check the returned rows before building measures, keeping deal IDs and deal currency before summarizing pipeline clear in the model.

Yes. Use the deal status field to separate open opportunities from won and lost deals. Show deal count and value together: a team can win more deals while generating less value if the average deal size falls. Keep lost deals visible in a dedicated view to investigate the reasons behind them.

Use the won date for completed wins, the lost date for losses and the added date for newly created opportunities. Expected close date is useful for planning open pipeline. Catchr exposes these dates separately; choosing the wrong one can move a deal into a different reporting month.

Yes. Catchr includes the lost reason and lost time fields. Filter to lost deals and group by reason, using both deal count and value. Keep blank reasons visible so you can distinguish an actual pattern from incomplete CRM data.

Use next activity date, last activity date and unfinished activity counts alongside deal status and owner. Build a view of open deals with overdue or missing next steps. An inactive deal is a prompt to investigate, not proof that the opportunity is lost.

Deal value is the full potential amount. Weighted value reflects the probability assigned to the opportunity. Catchr exposes both, so you can show potential pipeline and a probability-adjusted forecast separately. Neither measure should be presented as collected revenue while the deal remains open.

Yes. Add Google Ads to compare acquisition spend with leads and won deals. Define campaign mappings and the sales period before creating relationships. Daily spend and daily won revenue can move at different times because deals take time to close.