Deal report that has a target goal for deals closed
I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
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Answers
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Hello @cefemal6,
When you create a Goal based on Won Deals, as long as the Goal Start Date is set to a past date, you will see a direct comparison of all deals won to the goal that was set. You can apply filters like the owner (if you want to see data from specific users, teams or the whole company), Pipelines, frequency, etc.
I can share this example from my end, and I hope this helps:
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