Goals based on a custom date field, not the win month. I have a few clients using Pipedrive that do

Goals based on a custom date field, not the win month. I have a few clients using Pipedrive that don't set goals based on win date but based on another custom date field such as contract start date, ship date, invoice date etc etc. Depending on the specific example and client, the win date could be months away from the contract start date/invoice date/ship date etc etc. Could the goal feature become more flexible, allowing us to select a custom date field instead of Win date?
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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 23 #2

    Very interesting feedback @Daniel Steyn , we appreciate your input!

    I've made sure to relay it internally so it can be taken into consideration in future developments. Maybe the "forecast" option in Goals (fresh out of the oven - expect an announcement soon) can get you closer to what you need? Give it a spin.

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    Here’s how to stay on top of what’s coming down the line:

    https://community.pipedrive.com/user/daniel_steyn1

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