Aggregated goals for other KPI then WON deals

Mathias Söderlund
Mathias Söderlund Posts: 2
edited June 2022 in Ideas and Product Feedback #1
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Hi, I have a problem. Im about to setting goals for each team and would also like set goals for the whole company. Look at the pic. It´s not possible to choose all Pipelines here.
As I understand its not possible to set goals for other KPIs then for WON deals. 

I would for ex. like to set goals for Booked meetings and Sent quotes. Aggregated from all pipelines. Not only for a specific pipeline. Our process and Pipelines are the same for each team. 

Please any comments and plan for this.

Best regards 
Mathias
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  • Brad Krause_13404
    Brad Krause_13404 Posts: 498
    100 Comments 5 Up Votes
    edited February 2022 #2

    It makes sense I guess that for the category 'deals progressed' that it would be limited to individual pipelines. 

    It may not for you but if it's that important that the deals progressed goal is consolidated then there would need to be some reconfiguration. All deals could live in a single sales pipeline and instead you could use two other ways to separate them according to your list in the picture. 1. you could use the deals label field in place of the pipelines or 2. you could create a new deal details field that has a single selection in place of the separate pipelines you have. Personally, I think the fewer pipelines the better but everyone's situation is unique in some ways. 

  • Mathias Söderlund
    Mathias Söderlund Posts: 2
    edited January 2021 #3
    Brad Krause said:

    It makes sense I guess that for the category 'deals progressed' that it would be limited to individual pipelines. 

    It may not for you but if it's that important that the deals progressed goal is consolidated then there would need to be some reconfiguration. All deals could live in a single sales pipeline and instead you could use two other ways to separate them according to your list in the picture. 1. you could use the deals label field in place of the pipelines or 2. you could create a new deal details field that has a single selection in place of the separate pipelines you have. Personally, I think the fewer pipelines the better but everyone's situation is unique in some ways. 

    Ok thanks Brad, I will look in to it and what you suggest. We have just divided one pipeline into different due to it suits us better.  

    Cheers 
    Mathias

     

  • Hanna-Leena Back
    Hanna-Leena Back Posts: 11
    Integration Partner
    edited January 2021 #4

    Hi Mathias,

    If you're not happy with your current set-up and want to explore a more flexible option, do check out Dear Lucy. 

    We are a Pipedrive App partner and focused on helping larger sales teams set up goal-setting, forecasting, and reporting in a flexible way to allow for effective sales performance management easily and visually across the company.

    Dear Lucy allows you to set goals on a personal, business area, or company level and easily compare real-time performance on different levels of the company. And you can set goals for dozens of metrics - be it the value of deals sold, # of activities, amount of cases added to the pipeline, overall offer base value, win rate%, or what ever you may need.

    Our latest blog post includes an example of a personal dashboard with several metrics & goals for the entire sales funnel.

    Let us know if you'd like to learn more. Our website includes a live demo, and we also have a free trial you can try out.

    Sincerely,

    Hanna-Leena / Dear Lucy

     

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