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.
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- Hit "Follow" to always stay posted. ↗️
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- Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
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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%.
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... (More)
