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4 followers1 question63 posts
- Hit "Follow" to always stay posted. ↗️
- Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
- Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
4 followers
1 question
63 posts
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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 sales persons who have the same goal for each quarter, but it does not work when each quarter have different sales objective.
It also prevents from creating a report that shows the overall yearly target, and sub-goals under it showing the quarterly (or monthly) target,... (More)
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Goals
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!
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?
