Variable Monthly Goals
Hi Pipe Community,
After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month.
The situation we have however is that we wish to measure goals over a full 12 month period that have an inherent seasonal variation. For the business I represent, greater work is undertaken (so commissioned) in the sunny warmer months of Northern Europe. The absence of variable goals isn't so helpful then when trying to measure order intake against a non-linear budget.
The workaround suggested was to set the time period to just one month, and repeat this each month... I suppose this is a valid response. However as we work toward a Pro subscription, we're going to want to be doing such reporting (annual, by month) on custom fields (by sector) not just at the global level of generic fields. In this context, the proposed workaround from my perspective is a bit clunky and probably drives exports and reporting in excel which isn't really the point - for us at least.