01. Getting started
Welcome to Streak!
6:29
Introduction to Streak pipelines
3:02
Pipelines deepdive: column types
6:03
Build your pipeline with templates
3:02
Auto fill your pipeline from your inbox
2:56
Native integrations and automation
5:46
The box view
5:03
Invite your team to collaborate in Streak
1:25
02. Email effectively
Snippets
4:44
Email tracking
5:56
Link tracking
3:13
Create a mail merge
5:28
Add automatic follow-up to a mail merge
2:12
Manage your mail merges and quota
4:30
03. Track people and companies
Contacts and organizations
5:32
Add contacts and organizations, share emails automatically
6:47
04. Prioritize your work
Saved views: filter and segment your pipelines
3:56
How to create saved views
6:10
Custom reports with saved views
6:21

Custom reports with saved views

Gain insights and prioritize your work with saved views and custom reports.

In this video, we’ll use the saved view editor to:

  • See projected revenue each month in the quarter
  • Filter for custom date ranges
  • Visualize your data with charts and graphs

Related articles

Reporting in Streak
Pipeline reports
Analyze and report on your data in Streak
Reporting in Streak
How to create custom reports from saved views
Create reports with granular data and custom visualizations
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