Asking for advice: Is there a way to add our sales target to the dashboard? I.e. plot all the 'won'

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  • Kreete K
    Kreete K Moderator Posts: 232 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #2

    Hi Stacey! 

    In this case, our Goals feature would be suitable. However, at the moment you can only set 1 specific goal for the same period (For example for a full year, win 30 deals per month and this 30 is for every month). To have different goals during different months, then you would need to set up 1 Goal report per month and then include these into your Dashboard. 

  • Stacey Jeffries
    Stacey Jeffries Posts: 2
    edited January 26 #3
    Kreete K said:

    Hi Stacey! 

    In this case, our Goals feature would be suitable. However, at the moment you can only set 1 specific goal for the same period (For example for a full year, win 30 deals per month and this 30 is for every month). To have different goals during different months, then you would need to set up 1 Goal report per month and then include these into your Dashboard. 

    OK thank you - 1 goal per month should work for now. Can I log as a feature request please? It would be very helpful to be able to add a full years variable financial target i.e. 100k in January, 300k February etc