Having a powerful tool to manage and automate workflows is essential for increasing agility and improving performance. Now, you will learn how to create custom reports with Pipefy. You’ll see that they are great allies in transforming data into relevant insights for your business.
The Importance of Custom Reports
Creating custom reports in Pipefy offers several strategic advantages for companies, including:
- Understanding the customer journey: This means mapping everything from the first contact to the sale and beyond, into post-sales. Custom reports provide a detailed view of each stage of this journey, allowing managers to identify bottlenecks and implement effective process improvements. They help answer essential questions like: Where are leads dropping out of the funnel? At which stage are SDRs facing the most challenges?
- Identifying behavior patterns: Custom reports also enable the identification of behavior patterns throughout the customer journey. This includes understanding which acquisition channels are most effective, which types of content engage potential customers the most, and how different actions impact progress in the sales funnel.
- Team alignment: Another significant benefit of custom reports is the alignment they promote between sales and marketing teams. With a clear and shared view of the data, both teams can work cohesively to achieve the company’s common goals.
- Data-driven strategic decisions: Replace intuition with accurate information, driving more assertive decision-making.
- Tracking KPIs and goals: Monitor progress toward your objectives, adjusting strategies in real-time.
- Continuous process optimization: Analyze data to identify patterns and trends, refining your processes for maximum efficiency.
How to Create a Custom Report in Pipefy
- In your pipe, navigate to the “Reports” tab;
- Click on “Create new report” and choose the ideal format (table, chart, etc.);
- Select the fields and data you want to view and use filters to segment specific information;
- Adapt the design (layout) of the report to facilitate data reading and interpretation;
- Save your report for future access and share it with your team for efficient collaboration.
To help you further, the video below shows how to create custom reports in practice:
Creating Custom Reports: Benefits for SDR and Customer Success Teams
Better Visibility and Control: For SDRs, having access to custom reports means greater visibility into their performance and that of the team. This allows for quickly identifying which strategies are working and which need adjustments. This visibility also helps set priorities and allocate resources more effectively, ensuring efforts are focused on activities that generate the most impact.
For customer success teams, reports provide valuable insights into customer satisfaction and potential improvements in the service process. This includes identifying satisfaction trends, analyzing feedback, and monitoring retention metrics.
Continuous Service Improvement: Custom reports are a valuable tool for the continuous improvement of customer service. By regularly analyzing data, teams can identify areas for improvement and implement changes that result in more efficient and effective service. This proactive approach ensures that teams are always seeking ways to enhance the customer experience and deliver superior value.
Reliable Data for Strategic Decisions: Having access to accurate and up-to-date data is essential for strategic decision-making. With Pipefy’s custom reports, leadership can make decisions based on concrete data, increasing the likelihood of success in implemented strategies. Reliable data ensures that decisions are well-founded and aligned with the organization’s long-term goals.
Read more:
- Pipefy: The platform to automate processes and workflows
- Success Stories with Pipefy: Automation in Action
Effective Communication of Results: Custom reports also facilitate the effective communication of results to different stakeholders. With clear and well-presented data, leadership can share insights and progress with the team, investors, and other stakeholders. This promotes transparency and alignment across the organization, ensuring everyone is aware of the goals and current performance.
Use Pipefy as Your Process Orchestration Platform
Companies can—and should—structure process orchestration to eliminate risks, increase efficiency, save money, and communicate more accurately. However, this requires a tool capable of integrating, automating, and orchestrating business processes.
Pipefy is a process orchestration and automation software that will help your team achieve all its goals. Intuitive and easy to use, the platform features Artificial Intelligence capabilities and does not require programming knowledge to build, customize, and implement automations in workflows for any department. This way, teams can create up to 85% of their own workflows.
Schedule a demo and discover the full potential of the solution!
