Goals: FR Track Sales Targets on Fiscal Year Quarterly, not Calendar Year

Andrii Bezverkhyi

Goals is a great feature! The only limiting factor I find in using it for real life is ability to make Quarterly targets tied to Fiscal Year, not Calendar Year. I mean, many businesses set targets, report on and measure Sales by Quarter and combined into a Fiscal Year that may be different from Calendar year. Currently Pipedrive only supports Calendar quarters which makes this wonderful feature disconnected from operations and finance. Suggested improvement: setting for custom fiscal year with custom quarters. For example our FY goes from Feb 1 to Jan 31, and using the current functionality gives me 5 quarters for 1 year. 

Allen Male

Many companys track to non-calendar fiscals - this is a required feature IMHO.

Mike van der Valk

Hi @Andrii Bezverkhyi thank you so much for sharing. Making sure this reaches our team working on goals!

Bryan Barner

Agree. Running into the same thing. Our year runs Jul 1  to Jun 30.