To add a goal in Pipedrive, go to Insights > Goals >Add New Goal.
Note: Admin Users can create company, team, and personal goals. Managers (Professional and Enterprise plan) can create team goals for teams they are the manager of and user goals for users they are managing if they have the permission enabled. All users can create personal goals for themselves.
You can choose to create a goal from the following types:
Deals added— based on the number or value of new deals added to your account.
Deals progressed— based on the number or value of deals entering a certain Pipeline stage. Deals progression goals will also appear in the Pipeline view.
Deals won— based on the number or value of total won deals. Deals won by value will appear in the Revenue Forecast report as well.
Activities added— based on the number of new activities added by type.
Activities completed— based on the number of activities marked as done.
Revenue Forecast— based on the weighted value of open and won deals. (Professional plan only)
Filling in goal details
When creating a goal, you will need to provide certain information about that goal.
Assignee— Goals can be assigned to specific users or the entire company. You can also assign goals to Teams if you are on the Professional or Enterprise plan.
Pipeline— You can choose the Pipeline that the goal will apply to or have it apply to all Pipelines. If 'No specific pipeline' is selected for an activity goal, activities with no linked deals will also be included.
Activity type (Activities)— Select the activity type you want your goal to reflect.
Tracking metric (deals)— You can track your deal goals by deal value or deal count.
Interval— The frequency to set your goal for. Goals can be measured weekly, monthly, quarterly, or yearly.
Goal 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.
Expected outcome— The target for the type of goal selected. The expected outcome will automatically reflect your selected interval. The value can not be empty.
Note: You will not be able to create a goal if duplication is detected. Duplication will happen if there is a goal that has all the same attributes except for interval and expected outcome.
Click Save to create your goal.
Tracking and updating your goal
Your new goal will appear under the Goals section of your Insights navigation. On the top, you will see the details of your goal, and if you hover over the chart, you can see how the goal is progressing. These reports will be updated in live time, so you will always see the latest data.
Click on a data point in your graph to open it up in list format and export.
To edit your goal details, click on the pencil icon in your Goal details section.
You can rename or delete your goal by clicking on the '...' button in the top right corner.
Adding Goals to your Dashboard
You can add a goal to your dashboard by clicking on Add to dashboard and selecting a dashboard.
You can also drag a goal directly to your dashboard.
The ability for users to view goals depends on their role and the permission settings: See company's statistics and See other users' statistics.
Regular users can view the company, other users, and team goals if both permissions areon. They can always view their own team’s goals.
Team managers can view the company, other users, and team goals if both permissions areon. They can always view their team's goals.
Admin users can always view the company, user, and team goals.
However, even with these permission sets enabled, regular users will not be able to add, edit, or delete other user's goals. Team managers can add, edit, or delete other user’s goals only if they are in that manager's team, and if they have both permissions enabled.