Goals: add ability to 'show Goals' on Reports
Currently, it doesn't look like it is possible to set goals to show on existing reports.
My current insights dashboard is set up in columns, using Reports.
Column 1 is data for a set period, shown by quarter.
Column 2 is data for the same period, shown by month.
If I could just tick 'show goals' on those reports it would save a lot of time. The way Goals is set up currently, I have to recreate all of my existing reports. I would also need to duplicate several goals to be able to show the data by different intervals (i.e. monthly/quarterly).
It would also give more flexibility because there are more ways to show the data in reports than there are in the current goals feature. At the moment, goals data is shown by bar graph only (as far as I can tell).
Comments
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Hi @Keely Biggs
We're actually in the middle of releasing this to all users: https://community.pipedrive.com/post/new-goals-in-insights-gradual-rollout-5fc915705f463414408ae190
In this article you can also learn how they will be tracked on reports: https://support.pipedrive.com/hc/en-us/articles/360015752538
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Mike van der Valk said:
Hi @Keely Biggs
We're actually in the middle of releasing this to all users: https://community.pipedrive.com/post/new-goals-in-insights-gradual-rollout-5fc915705f463414408ae190
In this article you can also learn how they will be tracked on reports: https://support.pipedrive.com/hc/en-us/articles/360015752538
This was feedback for the new Goals feature... I don't believe it is possible to have duplicate goals so it is only possible to add to the dashboard for one time interval e.g. a quarterly goal.
I would like to be able to see how we're doing by quarter/month/week etc. On the old dashboard, the goals automatically adjusted based on the dates selected.
Does that make sense? The new goals feature seems to be much more limited than the old.
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Mike van der Valk said:
Hi @Keely Biggs
We're actually in the middle of releasing this to all users: https://community.pipedrive.com/post/new-goals-in-insights-gradual-rollout-5fc915705f463414408ae190
In this article you can also learn how they will be tracked on reports: https://support.pipedrive.com/hc/en-us/articles/360015752538
@Keely Biggs thanks for clarifying and sorry for the misunderstanding. I'll pass it on to our team working on this. We're keen on making sure it works well and improves over time for you and all our other users.
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I would also very much like this feature.
Related to this: it seems that I can only track my Goals vs. won deals. But I also want to see my Goals vs. won deals + open deals for each month. There is of course the Revenue Forecast report, but I can't see my goals there. @Mike van der Valk do you understand what I mean, and is this feature going to be included any soon?
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Maarten Touw said:
I would also very much like this feature.
Related to this: it seems that I can only track my Goals vs. won deals. But I also want to see my Goals vs. won deals + open deals for each month. There is of course the Revenue Forecast report, but I can't see my goals there. @Mike van der Valk do you understand what I mean, and is this feature going to be included any soon?
Hi @Maarten Touw I totally understand you but don't have an ETA unfortunately. I'll make sure our team on Insights reporting sees your comment here. It makes total sense to me and I hope we can do this in the future.
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Maarten Touw said:
I would also very much like this feature.
Related to this: it seems that I can only track my Goals vs. won deals. But I also want to see my Goals vs. won deals + open deals for each month. There is of course the Revenue Forecast report, but I can't see my goals there. @Mike van der Valk do you understand what I mean, and is this feature going to be included any soon?
@Maarten Touw Good news, Forecast Goals are now possible: Learn all about it here 🚀
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