Set yearly goal of sales by organization and track progress
I have searched a lot but did not find any feature that seems to match my need.
I would like to :
- be able to assign a goal of total sales for each of my organizations on a yearly basis (ie the total amount of deals to be won for an organization for this year)
- be able to compare this goal to the actual amount of deals won by organization
- have a consolidated view with name of the organization / sales goal / actual sales / % of completion
That seems quite basic but I can't find a way to do this. Is there anything that I am missing in Pipedrive ?