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Staying on top of deal progress and forecasting revenue is critical for finance brokering. Without a clear understanding of where your business stands today - or where it’s headed tomorrow - you risk missing opportunities and falling behind the competition.
This is where Pipedrive shines. With powerful reporting and forecasting tools, Pipedrive gives finance brokers real-time insights into their business, enabling smarter decisions and better outcomes. Whether it’s tracking deals, managing your pipeline, or planning for future settlements, these tools are designed to keep you ahead of the game.
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Imagine having a complete, real-time overview of your entire pipeline at your fingertips. With Pipedrive, you can generate custom reports that provide valuable insights into your deals and overall performance.
These reports allow brokers to:
By understanding where your deals stand and what’s working (or not), you can adjust your strategies and allocate resources effectively. With Pipedrive’s intuitive reporting dashboard, decision-making becomes faster and more informed.
Reporting doesn’t stop at spreadsheets - Pipedrive takes it a step further with custom dashboards. These visual representations of your pipeline’s performance make it easier for brokers and managers alike to track progress and stay organised.
Examples of dashboard insights include:
Managers can use these dashboards to monitor team performance, while brokers can keep an eye on deals that need attention. Customisable widgets ensure that the data you see is always relevant to your goals.
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Want to learn more about how Pipedrive’s reporting tools can transform your brokerage? Watch this video by Motii’s Ben Fuller to see how finance brokers use Pipedrive to manage referrals, pipelines, and forecasts.
One of the standout features of Pipedrive is the forecast view, which takes deal tracking to the next level. Instead of just viewing deals as milestones in your pipeline, the forecast view organises them by expected settlement date.
This gives brokers a visual timeline of when revenue is expected to land, making it easier to plan for cash flow and meet revenue targets.
For example:
The forecast view helps brokers stay proactive, ensuring that no revenue opportunities are missed.
With Pipedrive, staying informed doesn’t have to be a manual process. Brokers can set up automated reports to keep managers and team members updated on key metrics such as deal progress, conversion rates, and total pipeline value.
You can also configure notifications for critical stages. For example, you might receive an alert when a deal moves from Pre-Approval to Unconditionally Approved. These automations save time and ensure you’re always ready to take action.
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Pipedrive’s reporting features aren’t just for tracking deals - they’re also invaluable for managing referrals and understanding your client base.
Brokers can:
This data enables brokers to refine their strategies and maximise both referral and client opportunities.
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In today’s competitive finance industry, data-driven decisions are the key to success. With Pipedrive’s reporting and forecasting tools, brokers can gain clarity, optimise their workflows, and stay ahead of the competition.
At Motii, we specialise in helping finance brokers unlock the full potential of Pipedrive. Whether you’re managing spreadsheets, using an aggregator’s CRM, or ready to take your processes to the next level, we’re here to help.
Ready to see how Pipedrive can transform your reporting and forecasting?
Book a call with our Finance Industry CRM experts and let us help you make smarter, data-driven decisions.
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While intuition and experience will always have their place, they must be backed by hard evidence and structured processes. By making data the backbone of your sales strategy, you gain predictability, scalability, and the ability to adapt to unexpected challenges.
Is the issue with your CRM? Or is it more about how it is being used? Before you consider switching systems (or rehiring!), maybe consider this: simply having a CRM system is not enough. Resistance to CRM adoption is a widespread challenge for many sales teams, and often the key to success lies in addressing the processes, training, and support surrounding the tool. With the right approach, it is possible to transform your CRM from a source of frustration into a powerful ally for your team.
