Set monthly goals

Rick Rudman
Rick Rudman Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

I'd like to be able to set monthly goals for the company for leads, demos, sales for a year without having to create a new goal for every month. So instead of recurring with an option for 1 number like 5,000 repeated every month, i could edit the goal for each month.

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  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    edited February 2022 #2

    Sounds like you may be suggesting that annual goals support variable monthly goals sizes, is that correct?

  • Rick Rudman
    Rick Rudman Member Posts: 2 VERIFIED MEMBER
    edited January 2021 #3
    Brad Krause said:

    Sounds like you may be suggesting that annual goals support variable monthly goals sizes, is that correct?

    yes

    most corporate goals either increase quarterly or vary with seasonality 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #4

    Thanks @Rick Rudman sounds logical, I'm passing this on to our team working on goals ;) 

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    edited January 2021 #5
    Mike van der Valk said:

    Thanks @Rick Rudman sounds logical, I'm passing this on to our team working on goals ;) 

    This is something we need as well @Mike van der Valk 

  • Valeriia Chemerys
    Valeriia Chemerys Member Posts: 1 VERIFIED MEMBER
    edited February 2021 #6

    Hello, I'd also like to have this feature, as we also need to have the possibility to set various sales goals to various months.  Setting the same target amount for each month isn't appropriate for us. 

  • Hanna-Leena Back
    Hanna-Leena Back Member Posts: 8 VERIFIED MEMBER
    10 Comments Integration Partner
    edited March 2021 #7

    Hi Rick, Brand, Valeriaa, and Mike,

    Just noticed this thread now and wanted to just drop in a quick note on goal setting. 

    Dear Lucy is a Pipedrive App partner and we offer a robust goal setting & monitoring engine that allows you to set goals as constant, monthly, quarterly or yearly and monitor progress (actual vs. goal) visually in real-time. We provide a visual way to compare results across the business/pipelines/sales reps so you always see (red & green lights) on where you're on target and where you're lagging behind.

    Our solution is designed for larger sales teams (5 upwards) that typically need more robust tools for managing KPIs and goals. So, if you haven't checked us out yet, we have a live demo on our website and offer a free trial too, if you'd like to see how it works. 

    For any questions & queries, our team is happy to help out! 😀

  • Mario Rosell_78856
    Mario Rosell_78856 Member Posts: 2 VERIFIED MEMBER
    edited April 2022 #8

    Hi all, any news on this feature?

  • Manuel_71066
    Manuel_71066 Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic
    #9

    I understand there is a Pipedrive App (Dear Lucy) but it is quite expensive, specially when Pipedrive already has the option to set goals, I would assume having the ability to set different goals each month should not be very hard. I would like to know if this is on the works or at least in the future pipeline.

  • Bernd Auer
    Bernd Auer Member Posts: 349 VERIFIED MEMBER
    Fourth Anniversary 100 Up Votes 100 Comments 25 Likes
    #10

    I am waiting for this since a long time :-)

    https://community.pipedrive.com/discussion/comment/12916#Comment_12916

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