Knowledge Base

The Goals feature in Insights lets you track progress on your deals, activities and revenue forecasts – helping you and your team stay aligned on performance targets.

Creating a goal

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

You can choose from the following goal types, depending on what you want to track:

Deal goals

Use this option to track new deals, deal progress through pipeline stages or total deals won.

• Added – Track the number or value of new deals added to your account
• Progressed – Track deals entering a specific pipeline stage. These goals also appear in the pipeline view.
• Won – Track the number or value of deals marked as won. Deals won by value also appear in the revenue forecast report.

Activity goals

Track the number of activities created or completed by activity type, like calls or meetings.

• Added – Track the number of activities added
• Completed – Track the number of activities that are marked as done

Forecast goals

Set revenue goals based on the weighted value of open and won deals.

• Revenue forecast – Track your expected revenue using deal probability and stage

After selecting the goal type, click “Continue” to proceed to the setup screen.

Filling in goal details

Next, fill in the fields about your goal.

Fields used in all goals

These fields apply no matter what type of goal you’re creating.

Fields used in specific goal types

These fields appear based on the goal type you select.

Goal seasonality

Goal seasonality lets you set different targets for each period, reflecting the expected sales for that specific period.

To enable seasonal goals, check the ”Specify individual period goals“ box.

To save time, you can enter a count value and click ”Apply to all“ to use the same value across all selected periods.

You can manually modify each period's target.

Once all targets have a value entered, click “Save”. Your goal will then display the targets you set for each period.

Tracking and updating your goal

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

Viewing and editing goal details

This section reflects the details you set for your goal in the previous step, including the duration and the team members involved.

You can edit the title of the goal by clicking on it.

To update the goal filters, hover over goal details and click the pencil icon.

Using the visual goal report

By default, the column chart displays data using the goal duration filter, but you can choose a different time interval by clicking “Goal duration”.

You can also adjust the colors of the chart by clicking on the gear icon and selecting “Customize chart colors”.

To see the summary of the data in the chart, hover over the columns.

Click the column to view which deals or activities are included.

You can export both the visual chart and the data records in the table.

Adding goals to your dashboard

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

Alternatively, you can drag a goal from the Goals list directly into your dashboard.

Permission sets

A user’s ability to view goals depends on their role and the permission settings assigned to them. To view goals beyond their own, users need access to both company statistics and other users’ statistics.

Here's what each user role can access when viewing goals: