blog post

Explore your Pipedrive CRM data with PowerBI : How-to, templates and metrics

Florian Cabirol
November 28, 2023
Explore your Pipedrive CRM data with PowerBI : How-to, templates and metrics

Quick steps to create a Pipedrive report with Google Sheets:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Pipedrive data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Pipedrive report with Looker Studio:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Pipedrive at the end of the page.

The tutorial

Quick steps to create a Pipedrive report with PowerBI:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Pipedrive at the end of the page.

The tutorial

This tutorial will guide you through the process of connecting your Pipedrive account with PowerBI, allowing you to visualize and analyze your marketing data effectively. By the end of this tutorial, you'll be able to create dynamic and insightful reports to inform your sales strategies and drive performance.

How to connect your Pipedrive account to PowerBI

Add a source on Catchr

Navigate to the Catchr homepage and look for the "Source" option in the left-hand menu. Once there, tap on "Add a Source" located in the upper-right corner.

Select your desired platform, in this case Pipedrive, and proceed with the authorization steps to link both Catchr and Pipedrive.

Adding a source in Catchr

Create the request to transfer Pipedrive data to PowerBI

  • Select "API" from the left-side menu within Catchr.
API selection on Catchr
  • Change the export format to "PowerBI".
Export format for PowerBI
  • In the "Source" tab, choose Pipedrive as your data platform.
Selecting Pipedrive as source
  • Identify the Pipedrive account(s) from which you desire data and key performance indicators (KPIs).
Selecting Pipedrive account for data extraction
  • Select the specific metrics and dimensions you wish to include in your data request.
Selecting metrics for request part 1
Selecting metrics for request part 2
  • Tip: Utilize one of Catchr's predefined templates by selecting all the required dimensions and metrics for an automatic load of data into the template, which you can then customize to your preference.
  • Specify the time frame for data extraction from Pipedrive, either with predefined or custom dates.
Selecting time period for data extraction
  • If necessary, apply filters to your data request.
Applying filters to data request
  • Add any additional platform-specific options to your request.
Adding options to data request
  • After configuration, an URL will manifest at the top. Preview the results by clicking "Preview."
Previewing data
  • Inspect the data preview that appears shortly afterwards.
Data preview
  • Once content with the results, copy the URL which is necessary for the next step.
Copying URL for PowerBI

Import the Pipedrive data and KPI to PowerBI

PowerBI Desktop:

  • In PowerBI Desktop, utilize the "Get Data" feature and then select "Web" as the data source type.
Getting data from web in PowerBI Desktop
  • Stay in the basic mode and paste the previously generated request URL.
Pasting request URL for PowerBI
  • Hit "OK" to initiate the data import process, which may take a few moments.

Upon completion, you're free to manipulate the query and define your fields using PowerBI Query Editor. Start building your dashboard, and when ready, publish and share your insights.

PowerBI Web App:

To access and utilize your datasets in the PowerBI web application, first import and publish them using PowerBI Desktop. Select "New Report" and choose from your published datasets to start crafting insightful reports.

In summary, integrating Catchr and Pipedrive with PowerBI enables you to harness the full potential of your marketing data. The process is efficient and user-friendly, streamlining the creation of powerful, data-driven marketing strategies.

Example of metrics you can use with the PowerBI Integration for Pipedrive

Transforming raw sales metrics from Pipedrive into visual insights with PowerBI can provide profound advantages. For instance, you can track the progression of deals along various pipelines, measure the performance of sales teams, and predict future revenue streams. With sophisticated analytical capabilities, PowerBI enables you to derive actionable insights from metrics such as Pipeline Deal Probability and Lead Conversion rates.

Imagine the possibility of creating interactive dashboards that showcase the real-time status of your deals, segmented by stages or individual sales representative performance. Or consider the benefits of correlating Lead Response Time with Deal Closure Rate, unveiling critical inefficiencies or successful practices.

The comprehensive list of fields available from Pipedrive, detailed at www.catchr.io/metrics/pipedrive-metrics, covers everything from the basics of deal identification to advanced statistics on lead and person engagement. Utilizing these metrics, PowerBI can help you build a historical trend analysis, perform cohort analysis, and even forecast future sales outcomes through predictive modeling.

Whether you wish to examine the average deal size or the win/loss ratio over time, the combination of Pipedrive and PowerBI empowers you with the data visualization tools to make data-informed decisions, thus enhancing your sales operations and strategies effectively.

No items found.

In this Pipedrive template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

No items found.

In this Pipedrive template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

Unlock Insights with Style!

Transform your marketing data into stunning dashboards.

Integrate, visualize, and impress with Catchr's seamless dashboards. Elevate your data game now!
Build your first report
14 days free-trial - No credit card required 🎉

More blog post about Pipedrive

Import your Pipedrive CRM data to Google Sheets: How-to, metrics and more

Transform your Pipedrive data into actionable insights with our step-by-step tutorial on integrating it into Google Sheets via Catchr. This guide is crafted for marketing professionals aiming to leverage the synergy between Pipedrive and Google Sheets for dynamic reporting and strategic analysis. Learn how to connect your account, select essential metrics and dimensions, and customize your data analysis setup. Ideal for those seeking to enhance sales performance monitoring, lead management, and customer interaction tracking, all within the flexibility of Google Sheets.

Florian Cabirol

Explore your Pipedrive CRM data with PowerBI : How-to, templates and metrics

Learn to integrate Pipedrive with PowerBI for advanced sales data analysis in our step-by-step guide, and unlock powerful insights to drive your sales strategies and performance.

Florian Cabirol

Connect Pipedrive to Looker Studio : how-to, templates and metrics...

Connect your Pipedrive CRM to Looker Studio. Extract and visualize all the data you need and get a free-template from this.

Florian Cabirol