Won Deals by Month Template for Pipedrive

The sheet layout

A Won tab filled from Pipedrive and a Summary tab with formulas. Set up the Won tab with these columns:

The Pipedrive filter

Create a deals filter in Pipedrive: status is won, and won time is in the period you want to track, such as this year. Save it and pick it in Sync Setup.

The Summary tab

QUERY counts months from 0, which is why the formula adds 1. For a per-owner view, insert a pivot table on the Won tab with Owner as rows, Won time as columns grouped by year and month, and the sum of Value as values.

// Won value and deal count per month
=QUERY(Won!A:F, "select year(F), month(F)+1, sum(E), count(A) where F is not null group by year(F), month(F)+1 order by year(F), month(F)+1 label year(F) 'Year', month(F)+1 'Month', sum(E) 'Won value', count(A) 'Deals'", 1)

Fill it with your data

1. Install PipedriveSheets and connect Pipedrive.
2. On the Won tab, run Settings → Sync Setup with Deals, your won-deals filter and the six columns above, then Pull from Pipedrive.
3. Add the Summary formula and pivot table.
4. Set Tools → Schedule Sync to monthly, or daily if people check it during the month.

Free plan: up to 50 deals per manual pull. Pro: unlimited rows and the schedule, with a 14-day trial.