Sales team performance

Hossein Mohsenian_3938
edited July 24 in Sales CRM #1

Hi Pipedrivers,

Imagine my sales team yearly sales target is million 1.2. Hence monthly target is 100K. Now I need to have a list/bar/chart by salesman by actual sales vs target by month. I have done it in Google Sheet with Pipedrive data, however I need to have this somewhere in Pipedrive, so I can get each salesman have a look at his performance and me as manager can review all.

@Nirmal  G. @Jennie Lau @Paul @Erhan Ercan @Scott Rich 

to recap:

A list/bar/chart which displays

  1. actual sales vs targeted sales
  2. by month
  3. by salesman
  4. appointments conversion to won deal

Comments

  • Nirmal Gyanwali
    Nirmal Gyanwali Posts: 28
    edited February 24 #2

    That's a great question Hossein. I was also trying to simplifying the dashboard but it's really challenging to customise and see the data that matters to your business. 
    Have you tried Google Data Studio?

  • Hossein Mohsenian_3938
    edited June 2020 #3

    That's a great question Hossein. I was also trying to simplifying the dashboard but it's really challenging to customise and see the data that matters to your business. 
    Have you tried Google Data Studio?

    No, I need to get it done in Pipedrice

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #4

    Hi @Hossein Mohsenian !

    You can use Goals to create company, team, and individual goals for users and then track them against their actual results in our Reports, namely Sales Performance ones (among other)

    We're also currently developing our INsights feature to cross-reference with Goals too, so good news should be coming in the future!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #5

    Good news, Goals are now live in Insights! 🚀 Read all about it here.
     

    Pro tips:

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #6

    Good news, Goals are now live in Insights! 🚀 Read all about it here.
     

    Pro tips:

    @Hossein Mohsenian @Nirmal Gyanwali 

    Update: Forecast Goals are now available too. Learn all about it here. 🚀