01. Getting started
Welcome to Streak!
6:29
Learn your way around Streak
4:49
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
Import leads, contacts, and deals into Streak
4:47
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
Send mail merge with automatic follow-up
4:17
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
Pipeline reports and dashboards
3:37
Custom reports with saved views
6:21

Pipeline reports and dashboards

Learn how to use pipeline reports and dashboards in Streak to understand your team’s progress and spot opportunities in your pipeline.See how to add funnel and interaction reports, create custom charts from saved views, and export data for deeper analysis — all without leaving Gmail.

Related articles

Reporting in Streak
Pipeline reports
Analyze and report on your data in Streak
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