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Goals
Goals
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SedaPipedrive Employee
Product Manager (Insights & Progress)

Goals - usability testing invitation 🎯

⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️

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Hi everyone!

We are currently working on adding Goals to Insights and looking for people who would like to participate in usability testing of our latest Goals prototype.

If you are interested then please comment on this post and I will contact you via email. Any user in any plan can participate.

Your feedback is very important to us as... (More)

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 monthly basis, the target does not show on the dashboard report so we can see how they are progressing.

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 monthly basis, the target does not show on the dashboard report so we can see how they are progressing.

¿How to manage recurring monthly deal and work with a master lead to show remaining to complete the monthly goal?

As a Reseller I am working more and more often with clients than need to close a recurring monthly sale with certain clients, and have a master deal that can be use to deduct units of products will be a great idea to have, in order to know how much remaining products we need to sell in order to get the objetive.

As an example we have COMPANY B that I need to close a monthly deal of 1000 units of PRODUCT C. During the month I could get purchase order of 30, then 20 the next week and I... (More)