Goals: FR Track Sales Targets on Fiscal Year Quarterly, not Calendar Year
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 Posts: 1edited February 2021 #2
Many companys track to non-calendar fiscals - this is a required feature IMHO.0
Mike van der Valk Posts: 4,043edited February 2021 #3
Hi @Andrii Bezverkhyi thank you so much for sharing. Making sure this reaches our team working on goals!0
Bryan Barner Posts: 5edited March 2021 #4
Agree. Running into the same thing. Our year runs Jul 1 to Jun 30.0