Knowledge Base

Knowledge Base/Progress/Goals/Insights: goals

Topics
Creating a goal
Filling in goal details
Goals seasonality
Tracking and updating your goal
Details section
Visual builder
Adding goals to your dashboard
Permission sets

Insights: goals

JT
Jenny Takahara, May 8, 2024

Goals are a great way to track progress and ensure that you and your team consistently meet the targets that keep your business running.

In Pipedrive, the Goals feature under Insights allows you to keep track of your deal and activity progress, setting you up for improved sales efforts.


Creating a goal

To add a goal in Pipedrive, go to your Insights and click “+” > Goal.

You can choose from the following goal types:

Deal

  • Added – based on the number or value of new deals added to your account.
  • Progressed – based on the number or value of deals entering a certain pipeline stage. Deals progression goals also appear in the pipeline view.
  • Won – based on the number or value of total won deals. Deals won by value also appear in the revenue forecast report.

Activity

  • Added – based on the number of new activities added by type
  • Completed – based on the number of activities marked as done

Forecast

  • Revenue forecast – based on the weighted value of open and won deals (Professional plans and higher.)

Filling in goal details

You need to provide certain information about a goal when you’re creating it.

  • Assignee – Goals can be assigned to specific users, teams or the entire company. Available options are based on your plan and permission status.
  • Pipeline (deals) – You can choose one or more pipelines or have the goal apply to all -pipelines.
  • Frequency – Goals can be measured weekly, monthly, quarterly, or yearly.
  • Duration – When you want your goal to start and end. If you have no end date for your goal, you can leave this field blank.
  • Tracking metric (deals) – Dictates how your goal is counted.
  • Count – You can track your deal goals by deal value or deal count.

Activity goals also include an activity-type field.

And forecast goals replace the count field with a value field (the currency is your account’s default currency.)

Click “Save” to create your goal.

Note: Multiple activity types and pipelines can be selected for goals with those fields.

Goals seasonality

Note: You must select an end date for goal duration to add specific period goals. Goals seasonality is only available for deal and activity goals.

Goals seasonality lets you set targets for different time periods per goal, reflecting the difference in expected sales at certain points.

To create seasonal goals, click the checkbox for ”Specify individual period goals.“

Once the checkbox is marked, use the count boxes to select specific goal points for different periods. To save your changes each period must have a value.

Select ”Apply to all“ to add your count value to every period.

Once you’re done, save your progress and the goal will appear with the specific period targets reflected.


Tracking and updating your goal

You can see all of your active or past goals under the Goals section of your Insights navigation.

Details section

On the top, you’ll see the details of your goal, including the duration and involved team members.

Hover your cursor over goal details and click the pencil icon to update the filters for your goal.

You can also hover your cursor over the title of your goal and click the pencil icon to edit it.

Visual builder

Below the details section of your goal is the chart used to visualize your data.

You can hover over any of the bars in the graph to see a summary of the data there.

If you click one of the graph bars you’ll see a full list view of the relevant data.

You can choose the time interval represented in your chart, export it (PDF or PNG format) or click the ”...“ to customize the colors of your columns.

Note: The goal activity only shows activities added on goals, not all activities.

Adding goals to your dashboard

Note: If you click ”+ dashboard,“ a new dashboard is created with your goal report as the only thing in it.

You can add a goal to your dashboard by clicking “Add to dashboard” and selecting a dashboard.

You can also drag a goal directly to your dashboard.


Permission sets

Note: Even with these permissions enabled, regular users can‘t add, edit or delete other user goals. Team managers can add, edit or delete other user goals if they’re on that manager’s team and the manager has both permissions enabled.

The ability for users to view goals depends on their role and permission settings: See company’s statistics and See other users’ statistics.

  • Admin users can always view company, team and user goals.
  • Team managers can always view their team’s goals, but need both permissions on to view company and non-team user goals.
  • Regular users can always view their own goals, but need both permissions on to view company, team or other users’ goals.
Admin user
Team manager
Regular user
User goal
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Team goal
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Company goal
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Note: Team goals are only available on Professional and higher plans.
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