Custom goals using custom fields

Samt3
Samt3 Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment Photogenic
in Ideas and Product Feedback #1

I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential.

I work in real estate so commission goals is vital, also even having a goal to sell for example a number of 2 bedrooms flats, or any custom field really is essential in my opinion.

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  • Xavier Framis
    Xavier Framis Member Posts: 37 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes Name Dropper
    #2

    Very much agree with @Samt.

    In my case, the custom field is for the deal fee, since the value field is used to enter the volume of the operation.

    I think if you are paying for such a major plan, "Professional", to have unlimited custom fields + reports with custom fields, goal reports not being able to use custom fields is not very fair or should be explained more clearly in the pricing plans.

  • Gingadeng
    Gingadeng Member Posts: 9 VERIFIED MEMBER
    Name Dropper First Anniversary 5 Up Votes First Comment
    edited January 29 #3

    That makes perfect sense! Since my company sells construction services, using a custom field like area (sqm) as a goal target is more relevant than just tracking revenue or deal count. It aligns better with my business model and helps our sales team stay focused on reaching the right targets.

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