How do I add goals for my team members?

Archie Scarborough
Archie Scarborough Member Posts: 1
edited July 2022 in Sales CRM #1

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

Comments

  • Paul McKenna
    Paul McKenna Member Posts: 57
    10 Comments
    edited August 2020 #2

    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

    image
  • Jared Wiener
    Jared Wiener Member Posts: 14
    10 Comments
    edited February 2022 #3

    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? 

  • Bernd Auer
    Bernd Auer Member Posts: 342
    100 Up Votes Third Anniversary 100 Comments 25 Likes
    edited August 2020 #4
    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".

  • Jared Wiener
    Jared Wiener Member Posts: 14
    10 Comments
    edited September 2020 #5
    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......

  • Paul McKenna
    Paul McKenna Member Posts: 57
    10 Comments
    edited September 2020 #6
    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.

  • Seda
    Seda Posts: 92
    100 Comments Pipedrive Team
    edited September 2020 #7

    HI everyone! Yes, goals will be included to the Insights, so users will have the same functionality (and more) that they had in the previous Statistics. Right now we are in the usability testing process and soon the development will start.

  • Inês Batata
    Inês Batata Posts: 2,169
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2022 #8

    Good news, Goals are now live in Insights! 🚀 Read all about it here.
     

    Pro tips:

  • Inês Batata
    Inês Batata Posts: 2,169
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #9
    Inês Batata said:

    Good news, Goals are now live in Insights! 🚀 Read all about it here.
     

    Pro tips:

    @Archie Scarborough @Paul McKenna @Jared Wiener 

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

Categories