Setting up Goals for Deal progressed

Torbjörn Johansson
Torbjörn Johansson Member Posts: 119
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PIPEDRIVE TEAM

Hi,

Today it is very ease to setup Deal progressed goals if the goal is the same every month. That is usually not the case because of industry buying cycles. To setup monthly variations pf Deal progressed goals take a lot of time for each phase of the sales process. One suggestion is to change the setup similar to Revenue Payment Schedule. Then it is easy to change the monthly goals compared to the yearly sales target for every phase of the sales process.


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