Goals Dashboard Report

HI All,

I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a monthly basis, the target does not show on the dashboard report so we can see how they are progressing.

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  • Richard Salisbury
    Richard Salisbury Posts: 22
    edited February 24 #2

    How can we copy a set of goals from one user to others (singly or multiple)?
    Having set up a goal for one User we want to copy it to 20 others, then make target adjustment for each as needed.  This will save a lot of time rather than having to repeat the whole process 20 times when only the target is different.

     

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

    How can we copy a set of goals from one user to others (singly or multiple)?
    Having set up a goal for one User we want to copy it to 20 others, then make target adjustment for each as needed.  This will save a lot of time rather than having to repeat the whole process 20 times when only the target is different.

     

    Great suggestion @Richard Salisbury !

    Currently that's not possible but I'll make sure to forward your idea to our team for consideration in future developments.

    Here’s how to stay on top of what’s coming down the line:

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #4

    Hi @Daniela Theart !

    I noticed you had also posted this question at another time - check out the answers here ;)

  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited October 2021 #5

    Seasonality is planned to be added for upcoming Insights goals :)

  • Daniela Theart
    Daniela Theart Posts: 18
    edited September 2020 #6

    Hi @Daniela Theart !

    I noticed you had also posted this question at another time - check out the answers here ;)

    Thanks Ines but my question was different, I wanted to know about goals dashboard when the annual target is not divided by 12 for each person when I want to check quarterly etc

    Kind regards,