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
Comments
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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!
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Inês Batata said:
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:
- 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 of new and improved features. 🚀
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Inês Batata said:
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:
- 🌟 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:
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. 🚀
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