new goals feature

Rick Rudman
Rick Rudman Posts: 3
edited June 2022 in Ideas and Product Feedback #1

theres an issue with new goals feature. In report, I can see all deals that entered the "estimate" stage. This is important for anyone tracking stages of sales process. But in goals report I have to select a pipeline and a stage. So the goals report misses deals that came in, advanced to estimate, then went on to new stage. Need ability to mirror the reports - i.e. dont' force stage or aadd "all stages" to goals report 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #2

    Hi @Rick Rudman 

    Thank you for writing here. Perhaps it's because it's late where I'm based but I'm not a 100% following you I'm sorry!

    I'd love to understand what is happening so I can pass it on to our team and we can fix it. Do you mind recording a short video showing me what you mean?

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