Create duplicate goals or reports

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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2 votes

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  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 1 #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 Posts: 22
    edited March 17 #3

    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 Posts: 2
    edited June 25 #4

    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 Posts: 15
    10 Comments Photogenic First Anniversary
    edited June 24 #5

    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 Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 1 #6

    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 Posts: 15
    10 Comments Photogenic First Anniversary
    edited July 1 #7

    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 Posts: 1
    edited July 21 #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.

  • would be VERY useful indeed, any news?

  • Nathan
    Nathan Posts: 3
    First Comment
    edited October 20 #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?