Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Pipeline by Stage, Owner, and Source
Deal volume, conversion, and stage-to-stage movement, next to call volume and ad spend, so you see the whole funnel.
Ad Spend to Closed Deals
Google Ads and Meta Ads spend by campaign, matched to the Pipedrive deals they produced and the revenue that closed.
Calls Matched to Deals
Calls from CallTrackingMetrics or CallRail matched to Pipedrive leads and deals by phone number.
Callback Queues by Pipedrive Status
Missed callers broken out by who they are in Pipedrive: new, repeat, or already in an open deal.
Links Back to the Deal
Each row opens the matching record in Pipedrive, so whoever follows up is one click from the details.
No Pipedrive Seat Needed
Owners, managers, and agencies see the numbers without a Pipedrive license.
Where Pipedrive reporting and integrations run out
Pipedrive is built for working deals, and it does that well. These are the walls teams hit when they try to report from it.
Reports stay inside Pipedrive
Built-in reports use Pipedrive data. Ad spend, call outcomes, and anything from another system only show up if something syncs them in.
Integrations bring across part of the data
Marketplace apps for ads and call tracking can log activity in Pipedrive, but often not the campaign, ad, keyword, or call detail a report needs.
Cost per deal is out of reach
Spend lives in the ad platforms and revenue lives in Pipedrive. Without joining them, nobody can say what a deal cost by campaign.
Custom logic is hard to express
A question like "which missed callers have had no call back since" spans systems and time. The report builder was not designed for it.
Every viewer needs a seat
Owners and managers need a Pipedrive license just to look at the numbers.
Not built for a live screen
A callback list that clears as calls are returned, or a wallboard for the sales floor, is outside what CRM reports are for.
Custom Pipedrive dashboards, built on the API
We are a reporting company. We read your deals through the Pipedrive API, join them to your other systems, and build the reports Pipedrive cannot.
Pull from the Pipedrive API
Deals, stages, owners, and the fields you choose, read through the API with only the access you authorize.
Join your other systems
Google Ads, Meta Ads, CallTrackingMetrics, CallRail, and most systems that have an API.
Build the reports you actually need
Cost per deal by campaign, revenue by source, callbacks owed, and rep performance, on one dashboard.
Alerts, not just reports
Missed-call and voicemail alerts to email, Microsoft Teams, or the dashboard, near instant.
Hosted and maintained
On a dedicated subdomain of trusscharts.com. When an API changes, we fix it.
Everyone can see it
No per-seat fees. Anyone you choose gets a login.
Pipedrive integrations, built for reporting
Each of these has its own page with the detail.
Google Ads + Pipedrive
Campaign, ad group, keyword, and device tracked through to Pipedrive deals.
Meta Ads + Pipedrive
Campaign, ad set, ad, and placement (Instagram vs. Facebook) tracked through to Pipedrive deals.
CallTrackingMetrics + Pipedrive
Calls matched to Pipedrive records, plus the live queue and callback queues.
CallRail + Pipedrive
CallRail calls matched to Pipedrive records, by source and by campaign.
From access to live Pipedrive reporting
1. Discovery call
We map both systems, how records match between them, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
You might also want
Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.