How do I add goals for my team members?
Ive got a new (first) member of staff starting and trying to work out how to add KPI (Goals) for them.
Ive only got insights at the top and I cannot get my head around it
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Are you an admin user? if so, click on the progress tab at the top. Goals is the final option on the drop down list
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Looks like the new pipedrive view (left sidebar as opposed to top bar) does not include Goals. Is this feature no longer available? Can we only access it if we change back to the old view?
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Jared Wiener said:
Looks like the new pipedrive view (left sidebar as opposed to top bar) does not include Goals. Is this feature no longer available? Can we only access it if we change back to the old view?
It is not because of the new sidebar but because of the switch to the new insights functionality instead of dashboards and reports.
My latest information: It will be included in the insights again "by the end of the summer".0 -
Jared Wiener said:
Looks like the new pipedrive view (left sidebar as opposed to top bar) does not include Goals. Is this feature no longer available? Can we only access it if we change back to the old view?
Ok thanks Bernd.
Too bad we can't use the Goals feature because of upgrading to the new Insights...perhaps I won't be trying out the new features going forward......
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Jared Wiener said:
Looks like the new pipedrive view (left sidebar as opposed to top bar) does not include Goals. Is this feature no longer available? Can we only access it if we change back to the old view?
I trialed the goals functionality for insights with the development team yesterday. It seems as though it is very close to launch.
To directly respond to trying out new features, I am generally careful to make sure new features, at a minimum' include all current features. I have made the same mistake as you though, with web forms I am no longer able to change font colour (a specific colour is very important to the site design).
Perhaps @Seda, can either help you revert to the older reports/dashboard or advise when the planned release is for Goals in Insights.
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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!
@Archie Scarborough @Paul McKenna @Jared Wiener
Update: Forecast Goals are now available too. Learn all about it here. 🚀
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