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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins

https://www.youtube.com/embed/1MkUDwu9j3A

A clean pipeline is a healthy pipeline. 

If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales Pipeline Course ebook too!

🔔  Follow the Learning topic to get notified about curated knowledge on Sales, Marketing, CRM, Pipedrive and everything in their orbit. Share your own tips too!

Bernd AuerPipedrive Expert
Managing Director - www.pd-experts.com - bernd.auer@pd-experts.com

Feature Request: Set goals on additional KPIs

Today I saw a pipeline with the stages "Inbound Leads" and "Outbound Leads". My first reaction: This is a deal source, not a stage. But then I learned why this company worked like this: They do set a goal for their marketing team to bring in a certain amount of inbound deals. And you just can set goals on new deals in a certain phase and not to new deals with a certain custom field like "deal source".

So this beautiful idea of stages in pipelines is completely abused by finding workarounds just to set very normal Marketing and Sales... (More)

Goals: FR Track Sales Targets on Fiscal Year Quarterly, not Calendar Year

Goals is a great feature! The only limiting factor I find in using it for real life is ability to make Quarterly targets tied to Fiscal Year, not Calendar Year. I mean, many businesses set targets, report on and measure Sales by Quarter and combined into a Fiscal Year that may be different from Calendar year. Currently Pipedrive only supports Calendar quarters which makes this wonderful feature disconnected from operations and finance. Suggested improvement: setting for custom fiscal year with custom quarters. For example our FY goes from Feb 1 to Jan 31, and using the current functionality gives me... (More)

Independent monthly target allocation to for your yearly target

Hi, 

My team and I have been trying to set our yearly targets however, we noticed the current capability only allows for linear targets (yearly target/12). It would be great if we could allocate portions of our yearly target into different months, for us we pick up more revenue in the later months of the year and we would like our targets to reflect that.