Create duplicate goals or reports

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Jean Kany
Jean Kany Member Posts: 9
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edited July 2022 in Ideas and Product Feedback #1

It would be great if we could duplicate a report or goal so that we don't have to do everything multiple times. For instance, if i create a monthly goal for a Sales, i need to do this twelve times to create their sales target. I would rather just duplicate it and change the period so that i don't have to change all the other parameters twelve times.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    edited July 2022 #2
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    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

  • Jasper den Hartog
    Jasper den Hartog Member Posts: 20
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    edited March 2022 #3
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    Mike van der Valk said:

    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

    Any news on this one?

  • stephen_71214
    stephen_71214 Member Posts: 1
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    edited June 2022 #4
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    Mike van der Valk said:

    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

    They never fix anything lol

  • Jakob Thusgaard
    Jakob Thusgaard Member Posts: 23
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    edited June 2022 #5
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    Mike van der Valk said:

    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

    Any news on this @Mike van der Valk ?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    edited July 2022 #6
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    Mike van der Valk said:

    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

    Hi @Jakob Thusgaard unfortunately it hasn't been prioritised yet..

  • Jakob Thusgaard
    Jakob Thusgaard Member Posts: 23
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    edited July 2022 #7
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    Mike van der Valk said:

    Hi @Jean Kany thanks for sharing, that makes a lot of sense. I've added the "feedback" tag to your post so that our team will see it!

    Thanks for the update, @Mike van der Valk - much appreciated!

  • Bryan L. Miller
    Bryan L. Miller Member Posts: 1
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    edited July 2022 #8
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    This is crazy that this has never been fixed! Something as simple as duplicating a report. Come one Pipedrive. There are so many requests for so many things that systems have been capable of doing for years.

  • Xavier BOUTEILLER
    Xavier BOUTEILLER Member Posts: 1
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    #9
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    would be VERY useful indeed, any news?

  • Nathan
    Nathan Member Posts: 3
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    edited October 2022 #10
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    +1

    .........Hubspot or Monday here we come. This is arrogance that so many reporting problems are not being addressed. Is anybody considering any other CRM systems apart from these two that have usable reporting functionality?

  • Andrew Chisena
    Andrew Chisena Member Posts: 3
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    #11
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    Pipedrive, you need to get this fixed. What takes me two days could be done in an hour.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,086 COMMUNITY MANAGER
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    #12
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    Hi everyone, you can now set seasonal goals which is really handy for this! Have a look here.

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