Create duplicate goals or reports

Jean Kany
Jean Kany Member Posts: 8 VERIFIED MEMBER
Second Anniversary First Comment Photogenic
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.

4
Up
4 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,029 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited July 2022 #2

    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 VERIFIED MEMBER
    10 Comments
    edited March 2022 #3
    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 VERIFIED MEMBER
    First Comment
    edited June 2022 #4
    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 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited June 2022 #5
    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: 3,029 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited July 2022 #6
    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 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited July 2022 #7
    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 VERIFIED MEMBER
    Photogenic First Anniversary
    edited July 2022 #8

    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 VERIFIED MEMBER
    First Comment Photogenic
    #9

    would be VERY useful indeed, any news?

  • Nathan
    Nathan Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited October 2022 #10

    +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 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #11

    Pipedrive, you need to get this fixed. What takes me two days could be done in an hour.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,452 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #12

    Hi everyone, you can now set seasonal goals which is really handy for this! Have a look here.

Categories