Deal Goals
Hi
Does anyone know if it is possible to create a goal for a deal with the expected outcome to set as the GP amount of the sale value and not the sales value as a total?
Comments
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Hi @Shaun Jones
Unfortunately this is not possible, the goals can only be set on the total value. However, if this is always in even proportion to the GP value you could potentially put your goal a bit higher to reflect that. Nonetheless, I'll share you suggestion with out team.
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Mike van der Valk said:
Hi @Shaun Jones
Unfortunately this is not possible, the goals can only be set on the total value. However, if this is always in even proportion to the GP value you could potentially put your goal a bit higher to reflect that. Nonetheless, I'll share you suggestion with out team.
Thanks for the info Mike.
Unfortunately or GP % is in most cases different for each deal, so your suggestion is not suitable.
I have set up a custom field to show the GP as a value within the deal and wanted to link this value and not the deal value?
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Mike van der Valk said:
Hi @Shaun Jones
Unfortunately this is not possible, the goals can only be set on the total value. However, if this is always in even proportion to the GP value you could potentially put your goal a bit higher to reflect that. Nonetheless, I'll share you suggestion with out team.
Hi @Shaun Jones unfortunately custom fields are currently only available in our Insights reporting but not yet in our goal setting. Nonetheless, I get your use case, thanks for further explaining and I'll pass on your suggestions to our team.
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Goals are now live in Insights! 🚀 Read all about it here.
Pro tips:
- 🌟 Follow What’s New and don’t miss any new releases.
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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Inês Batata said:
Goals are now live in Insights! 🚀 Read all about it here.
Pro tips:
- 🌟 Follow What’s New and don’t miss any new releases.
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
@Shaun Jones Update: Forecast Goals are now available too. Learn all about it here. 🚀
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