PdPipedrive + Klayara
Pipedrive dashboards and reporting for the whole sales team. Connect Pipedrive to Klayara and see deals, activities and pipeline stages next to invoices and product data. Sales managers get forecasts that match finance, reps get their own scorecard every Monday, and owners see which sources bring deals that actually close.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Pipedrive data, readable by everyone who should see it.
- Deals by stage, owner and expected close month
- Activities logged against deals won
- Pipeline value next to invoiced revenue
- Each rep limited to their own deals
- Connect — tell our team which Pipedrive account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Pipedrive and build your first dashboards as part of onboarding. About the service.
Want Pipedrive in Klayara? Ask our team about connecting Pipedrive — tell us what you report on and we will set it up with you.
What teams build on Pipedrive.
Pipeline by stage
Deal count, value and days in stage, with stalled deals flagged.
Rep activity
Calls, meetings and emails per rep against deals won.
Forecast
Weighted pipeline by close month against target.
Lead sources
Won value and win rate by lead source.
Connect these alongside Pipedrive.
How do we connect Pipedrive to Klayara?
Ask our team about connecting Pipedrive. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Can a sales manager ask which deals are stuck?
Yes. Ask "which deals have sat in proposal for more than 14 days?" and get a chart, limited to the team that manager may see. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
Can Pipedrive deals sit next to invoices from our accounting system?
Yes. Relate deals to invoices once, by customer, and compare what was won with what was billed and paid.
See your Pipedrive data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing