COMPANY & USER GOALS LOST??

Jason Peters
Jason Peters Posts: 1
edited July 24 in Sales CRM #1

First off, after a year of implementation I love Pipedrive.  It has transformed the way our sales team communicates and documents details.  

HOWEVER, with the updated view, it appears that I have lost all access to Company Goals and User Goals.   Online help has been useless in getting me answers to this point.  They say that a goal feature for Insight will come out in October.  

Am I just missing it, or did that feature get completely removed?  Anyone else run into this issue?

Is it really true that Pipedrive turned off key features in GOALS before work arounds were available? IFf so they need to understand the impact of this decision to the users so those mistakes are not made again.  

We used Company and User goals for critical KPI's that were discussed weekly with the Sales team and presented monthly to the BOD.  The feature used to work AWESOME.  

Any help would be appreciated. (and if the answer from Pipedrive is an up sell on plans, it is time to move platforms!)

UPDATE 8/25 - 7:24 AM CST - Pipedrive was able to reactivate GOALS in the old navigation window with the online support going to bat for me with developers.   That is the type of service that builds an organization!   

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Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @Jason Peters !

    We're sorry to hear you had this inconvenience but gad it's been solved. Goals are indeed going to be moved into Insights eventually, but we've made the system such that users who had Goals created in the "old" statistics don't lose them while that doesn't happen; unfortunately, your case must have been a glitch and we had to go and push back the toggle to give you access again. Thank you for your patience.

    Happy everything is back on track now and that you've been enjoying Pipedrive!

  • mmichel@thinkempirical.com
    edited February 24 #3

    When will goals be added to Insights?

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

    When will goals be added to Insights?

    Expect good news in the coming weeks, @Margo Michel 🙂

  • 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:

    @Jason Peters @Margo Michel 

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