Accumulated goals and forecast report

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Andreas Scholz
Andreas Scholz Member Posts: 3
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edited March 1 in Sales CRM #1

In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached.

How do you think about that?

Screenshot 2024-03-01 163917.png


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  • Reeve Lui
    Reeve Lui Member Posts: 41
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    #2
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    Hello,

    I regret to inform you that there is currently no direct option to create a goal report based on the attached file in Pipedrive. However, we do have a workaround available to create a goal report based on deal revenue for each month.

    If you have any questions about implementing this workaround or if there's anything else you need assistance with, please feel free to reach out. We're here to help!

  • Andreas Scholz
    Andreas Scholz Member Posts: 3
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    #3
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    Dear Reeve, I know this report and I am using it as a workaround however it does not meet my requirements. This would be the above one. Any explanation why you can not do that in pipedrive?

  • Reeve Lui
    Reeve Lui Member Posts: 41
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    #4
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    Hi Andreas,

    I think this might be possible. I'm testing it out now.

    I happen to be a Pipedrive Partner and is definitely happy to help you out. Can you share with me your email address tied to the Pipedrive account?

    You can share your email address privately to me: reeve@astersense.com

  • Reeve Lui
    Reeve Lui Member Posts: 41
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    #5
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    @Andreas Scholz

    Hi Andreas,

    I got to something along this line where I basically pull the report to align with "Closed Won" status for it to reflect per month total Deal Value.

    image.png


  • Reeve Lui
    Reeve Lui Member Posts: 41
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    #6
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    I have something like so far:

    image.png


  • Andreas Scholz
    Andreas Scholz Member Posts: 3
    First Comment First Anniversary Photogenic
    #7
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    Looks promising. How did you do that?

  • Reeve Lui
    Reeve Lui Member Posts: 41
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    #8
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    Hi Andreas, here's the latest:

    image.png

    @Andreas Scholz I used Insights, Add Goal, followed by Revenue Forecast.

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