Custom goals per month
As a user I will like to set custom goals per month, both on team and user level. As sales targets may vary from month to month due to seasonal sale and scaling up with new employees, it's important to be able to adjust the goals accordingly. This was possible in the old report version in Pipedrive.
For example (this was possible in the ole reports):
10K MRR January
12K MRR February
15K MRR March
5K MRR April
15K MRR May
15K MRR June
0K MRR July
10K MRR August
15K MRR September
20K MRR October
20K MRR November
5K MRR December
142K MRR Annual Target
Challenge today is that with the new insights feature, it is only possible to have the same goal every month for a year which will be the total annual target/12 = monthly target. However this is WRONG and this create a need for having this data still in excel spread sheet and is very painful of not having this availability in Pipedrive that was available before.
This is an example how it is in the new insights:
11,83K MRR January
11,83K MRR February
11,83K MRR March
11,83K MRR April
11,83K MRR May
11,83K MRR June
11,83K MRR July
11,83K MRR August
11,83K MRR September
11,83K MRR October
11,83K MRR November
11,83K MRR December
142K MRR Annual Target
I hope that this can be prioritized and available very soon!
Comments
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Hi Øyvind,
If you're looking for a solution to this right away, I would recommend you to check out Dear Lucy sales growth platform designed for sales teams of 5 and more that need a bit more robust management & reporting capabilities.
We are a Pipedrive App Partner and have a "plug & play" integration with Pipedrive. Our solution offers a flexible goal engine that allows you to set goals as constant/monthly/quarterly/yearly across your team and monitor progress in real-time across the business. We have a live demo on our website and offer a free trial, too.
Our team is happy to answer any questions or queries you may have! 😀
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Hi,
I have the same issue. Any change to the above?
For me (perhaps I am naive?) but I would have thought all organisations will have different goals per period? At least you would hope they were growing and it was steadily increasing? This has to be an issue for many people?
Pipedrive - do you have a solution to this?
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Tim Savage said:
Hi,
I have the same issue. Any change to the above?
For me (perhaps I am naive?) but I would have thought all organisations will have different goals per period? At least you would hope they were growing and it was steadily increasing? This has to be an issue for many people?
Pipedrive - do you have a solution to this?
Hello,
Unfortunately, this is not possible yet. However, it is something our team has discussed and will be implemented in the near future. At the moment, I don't have an ETA, but here’s how to get notified about what’s coming down the line:
- 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
- 🌟 Follow What’s New, and don’t miss any new release announcements.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic.
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Tim Savage said:
Hi,
I have the same issue. Any change to the above?
For me (perhaps I am naive?) but I would have thought all organisations will have different goals per period? At least you would hope they were growing and it was steadily increasing? This has to be an issue for many people?
Pipedrive - do you have a solution to this?
Hi Tim,
Do check out Dear Lucy - we are a Pipedrive Integration partner. We offer this and much more in terms of monitoring sales & revenue targets, forecasts, performance management, etc. You can test us for free via the Pipedrive Marketplace.
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