COMPANY & USER GOALS LOST??
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!
Comments
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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!
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When will goals be added to Insights?
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When will goals be added to Insights?
Expect good news in the coming weeks, @Margo Michel 🙂
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Good news, 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:
Good news, 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!
Update: Forecast Goals are now available too. Learn all about it here. 🚀
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