Goals

Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
Feature request: add filter by deal label to Insight goals
Currently you can only fiter results by pipeline in the Goal type of Insights. It would be great if you could also filter by deal label as well as you can in the other Insights types. For our company this would be a great addition since we use labels to define types of services sold per deal and we also have targets per…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
Reporting basing on Organization in Insights
I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights. Does anyone else have this problems?
Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
ACCOUNT PLAN
Hello, I'm looking for a solution to do account plan and goals For example a matrix with may top 10 customers and producs Product1 Product2 Product3 Product4 Product5 Cust 1 Dez/10k Jan/25k 0 0 Cust 2 April/5K Cust 3 etc etc Thanks in advance
Goals: variation from month to month & recurring revenue & company goals
Hi, Am I getting something wrong or is it not possible to set monthly goals that vary from month to month and have them in one overview? My sales team laughs at me in July when I tell them that they have the same goals as in February. And is it not possible to set goals for recurring revenue? And @Seda , I just learned…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
Create duplicate goals or reports
It would be great if we could duplicate a report or goal so that we don't have to do everything multiple times. For instance, if i create a monthly goal for a Sales, i need to do this twelve times to create their sales target. I would rather just duplicate it and change the period so that i don't have to change all the…
Set monthly goals
I'd like to be able to set monthly goals for the company for leads, demos, sales for a year without having to create a new goal for every month. So instead of recurring with an option for 1 number like 5,000 repeated every month, i could edit the goal for each month.
GOALS
Hello GOALS are a great feature but it's missing some functionality to make it very usefull. Let us create GOALS for: adding new person (example monthly 30 new person added by USERNAME ) changing the DEAL stage position from different pipeline not only 1. For example, my support team work on 2 different pipelines and I…
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
Set Goals for a Custom Field
Can anyone help on how to set a company goal for a custom Deal field? We have a field called 'Annual Value' on our deals so we can record the annual value of business a deal could pull in. We want our Goals to track this 'Annual Deal Value'
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 - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
Guys, my "Goals" panels in Insights don't refresh instantly. They usually refresh in about 1h-24h. I
Guys, my "Goals" panels in Insights don't refresh instantly. They usually refresh in about 1h-24h. Is this normal? Do you have the same issue?
Goals for the whole team
I'm a bit surprised it's not possible to set up a monthly target for the team without having a Pro of Enterprise plan. Can this really be true? Its IMP is such basic functionality that it makes no sense to have it in all paid plans. Hopefully, it's possible to get the data by integrating it with another service. Or have I…
Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
Goal setting : product targets?
Goal setting seems quite limited at the moment, unless I am missing something? I am looking to set user targets for various products/product categories, which are in our product inventory however this doesn't seem possible... at the moment all I seem to be able to do is set a unit sales or revenue figure for each user. Our…
New: Insights UX update 📊
What? Users can rename dashboards, reports and goals by simply clicking on their name. Why? To make the renaming process simpler: it is no longer necessary to go on the 3 dots button, and saves you 3 clicks. When? Out now across all regions 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
Forecast goal product design issue
When Goals launched, it was quite a good upgrade and it worked (for the most part) fine. However, last week, Pipedrive decided to make an upgrade which basically ruins the "Forecast Goal" view. After the upgrade, it shows the "Won Deals" above the "Open Deals", with the forecast line staying the same. Because of that, it…
Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…
Goals & Gamify Dashboard
Hello, I love the current Insights and reporting model that Pipedrive has. However, due its high versatility, it can be hard for a normal company users to use and determine their current standing in Company/Individual Goals. Goals Dashboard (Stand alone tab):- Company Goal: Show all Company goals based on Monthly,…
Who here uses the Goals feature in Pipedrive?
Who here uses the Goals feature in Pipedrive?
Is there a way to track Goals based on specific filters? For example, I want to set Goals for Deals
I noticed that the Automations section got upgraded, and that you can now use Filters for Automations. It would be great if we could do the same with Goals.
Goals for Custom Fields
Hi everyone! I wanted to set Goals for some custom fields. I know this is not available yet at Pipedrive. I would appreciate if anyone can provide a workaround for this? Thank you!
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…
"Goal" reports should be able to be set in different timeframes separately.
Currently, in GOALS, you can only create one report with one timeframe, and cannot create similar goals for different timeframes and different numbers. For instance, if I create a Yearly goal for a sales person, I cannot create also a Quarterly goal for that person without having to change the period. That could work for…
Can we Please Get This Old Deals Progress Report Back
This deals progress report was far more insightful compared to the current versions you can produce. This has goals and all of the different stages in one report. Can we somehow get this report back on the platform.

Goals

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