ACCOUNT PLAN

JP_MARQUES
JP_MARQUES Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Hello,


I'm looking for a solution to do account plan and goals


For example a matrix with may top 10 customers and producs


Product1 Product2 Product3 Product4 Product5

Cust 1 Dez/10k Jan/25k 0 0

Cust 2 April/5K

Cust 3 etc etc


Thanks in advance

Answers

  • Beatriz Antunes
    Beatriz Antunes Pipedrive Team Posts: 10 PIPEDRIVE TEAM
    Third Anniversary 10 Comments Name Dropper Photogenic
    #2

    Hello JP!

    Thank you for your question here. If I understand correctly what you need to create are goals per product? If so, we unfortunately don't have goals per product specifically but we do have for deals won. Sending you an article on goals only so you can take a look.

    Also, take a look on the possibility to create Deal Reports with "View by" and "Segmented by" on Products. This way you will be able to see how your Products are performing in real time.

    Let me know if you have any additional questions 😊

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