How can goals show on the Dashboard

I am new to PD and finding the Progress area very clunky to use. I have set up a number of goals and can get to the report related to the goal by clicking the crooked arrow but I can't figure out how to show these reports on the dashboard. If I go to a dashboard item and try to add a goal it makes me add a new goal. Please can someone help explain how the Dashboard, Reports and Goals works. Thanks

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Kerstyn Comely , I'm sorry to hear you're struggling with this.

    From your description it seems like you're using our old reporting feature "Progress". We have been gradually rolling out a new and improved version of it called "Insights"; it doesn't include goals yet but it's already planned, see here.

    I recommend you reach out to our Support team so they can help you troubleshoot: How can I contact Pipedrive Support?

    Thank you!

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

    Hi @Kerstyn Comely , I'm sorry to hear you're struggling with this.

    From your description it seems like you're using our old reporting feature "Progress". We have been gradually rolling out a new and improved version of it called "Insights"; it doesn't include goals yet but it's already planned, see here.

    I recommend you reach out to our Support team so they can help you troubleshoot: How can I contact Pipedrive Support?

    Thank you!

    Speaking of which, 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 December 2020 #4

    Hi @Kerstyn Comely , I'm sorry to hear you're struggling with this.

    From your description it seems like you're using our old reporting feature "Progress". We have been gradually rolling out a new and improved version of it called "Insights"; it doesn't include goals yet but it's already planned, see here.

    I recommend you reach out to our Support team so they can help you troubleshoot: How can I contact Pipedrive Support?

    Thank you!

    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 #5

    Hi @Kerstyn Comely , I'm sorry to hear you're struggling with this.

    From your description it seems like you're using our old reporting feature "Progress". We have been gradually rolling out a new and improved version of it called "Insights"; it doesn't include goals yet but it's already planned, see here.

    I recommend you reach out to our Support team so they can help you troubleshoot: How can I contact Pipedrive Support?

    Thank you!

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