Can I set goals for my teams?
If your account is currently under a Professional or Enterprise plan, you can create and set goals for teams in your Pipedrive account, allowing you to have a more dynamic look into the progress of your company. You can learn more about the goals feature under Insights in this article.
Add a team goal
To add a team goal in Pipedrive, go to Insights > + > Goal.
Choose the type of goal you would like to create for your team. You can learn more about the types of goals that you can choose in this article.
Filling in goal details
When creating a goal for your team, you will need to choose that team name under the Assignee field.
Track your team goals
Once you save your goal, you can see it under the Goals section of your Insights navigation. Click on a data point in your goal report to view more details on your goal or export your data.
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