How to Analyze Call Activity Outcomes in Pipedrive


Updated on: June 15, 2022


Learn how to set up a data pipeline for Call Logs in Pipedrive to analyze calling data based on call outcomes.

Coupler Data Pipeline for Call Logs in Pipedrive

Introduction


Call activity type is the only activity type in Pipedrive where you can log the activity outcome. But you can’t report on Call Activity Outcomes in Pipedrive. Calls being the most important activity in ant sales setup, it is crucial to be able to analyze the efficacy of call activities alongside call activity outcomes.

Problem


Pipedrive Insights doesn’t have reporting capabilities at the activities level to provide call outcomes reporting. Pipedrive may launch the report in the future, but, in the meantime, we have to build a solution that works for us.

Selecting apps for the Importer in Coupler

Step 4: Connect your Pipedrive account for the Source account.

Step 5: Select Call logs as the Data entity.

Visualize the data in a BI tool (Tableau, Google Data Studio)


You will have the following fields exported to Google Sheets from the previous step:


id: Call-ID duration: Duration of the call

to_phone_number: Phone number called

has_recording: Whether a call recording exists or not

start_time: Start time of the call

end_time: End time of the call

company_id: Company ID

user_id: User ID

activity_id: Activity ID

org_id: Org ID

person_id: Person ID

outcome: Call outcome

from_phone_number: Call made from

deal_id: Deal ID


Using these data points, you can probe the following questions:

  • How many daily/weekly/monthly calls did a person make?
  • What is the distribution of call outcomes?
  • What % of calls are answered?
  • Which hours of the day have a better answer rate compared to others?
  • What is the average call duration for a positive call outcome?
  • How does the response rate vary with different calling numbers?


Once the data is in Google Sheets, now you can visualize it using Google Sheets (summaries, pivot tables, charts, etc.), or build entire dashboards using Google Data Studio, or Tableau.


My choice for visualizing data is Tableau Public, the free version of Tableau. It works with Google Sheets and refreshes the data at least once a day when the data is in Google Sheets.


Here’s an example of what one such dashboard looks like.


The following dashboard is one such example and shows the split of deals by:

  • salesperson
  • deal status
  • States in the US


Example of a dashboard built in Tableau using data from Pipedrive
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