Insightly vs Pipedrive: Which CRM Offers Better Sales Dashboards

January 24, 2022

Insightly vs Pipedrive: Which CRM Offers Better Sales Dashboards

If you're looking for a CRM to help you manage your sales pipeline, you've probably come across both Insightly and Pipedrive. These popular CRMs offer a range of features to help you manage leads, close deals, and grow your business. But which CRM offers better sales dashboards? In this blog post, we'll take a closer look at both CRMs' sales dashboards to help you make an informed decision.

Insightly's Sales Dashboard

Insightly is a powerful CRM that offers a wide range of features to help you manage your sales pipeline. One of the most notable features of Insightly is its sales dashboard. Insightly's sales dashboard provides a high-level overview of your sales pipeline, including the number of deals in each stage, the average deal size, and the total value of your pipeline.

The sales dashboard is fully customizable, allowing you to choose which metrics to display and how to display them. Additionally, Insightly's sales dashboard includes a range of charts and graphs to help you visualize your sales data over time.

Pipedrive's Sales Dashboard

Pipedrive is another popular CRM that offers a range of features to help you manage your sales pipeline. Pipedrive's sales dashboard is designed to be simple and intuitive, providing you with a quick overview of your sales pipeline's health at a glance.

At the heart of Pipedrive's sales dashboard is its pipeline view, which provides a visual representation of your sales pipeline. The pipeline view displays each deal as a card, with the stage, probability of closing, and deal value prominently displayed. You can easily drag and drop deals between stages, update deal information, and add notes and activities right from the pipeline view.

Which CRM Offers Better Sales Dashboards?

Both Insightly and Pipedrive offer powerful sales dashboards designed to help you manage your sales pipeline effectively. However, which CRM offers better sales dashboards comes down to your specific needs and preferences.

Insightly's sales dashboard is highly customizable and includes a range of charts and graphs to help you visualize your sales data. This makes it an excellent choice for businesses that require a high degree of customization and data visualization.

Pipedrive's sales dashboard, on the other hand, is designed to be simple and intuitive, providing a quick overview of your sales pipeline's health. This makes it an excellent choice for businesses that prefer a more streamlined approach to their sales data.

Ultimately, both Insightly and Pipedrive offer excellent sales dashboards. To determine which CRM is right for you, we recommend taking advantage of their free trials to explore their sales dashboards and other features and determine which CRM best meets your business's needs.

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