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! 

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1 votes

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Comments

  • Hanna-Leena Back
    Hanna-Leena Back Posts: 11
    Integration Partner
    edited March 2021 #2

    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! 😀

  • Tim Savage
    Tim Savage Posts: 3
    edited February 25 #3

    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?

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited June 2021 #4

    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:

  • Hanna-Leena Back
    Hanna-Leena Back Posts: 11
    Integration Partner
    edited June 2021 #5

    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.