Goals are a great way of keeping track of your sales objectives, making sure that you and your team consistently meet the targets that keep your business running. And in Pipedrive, the Goals feature allows for you to keep track of that in different ways, giving you the best-possible insight into your progress.
To add a goal in Pipedrive, go to Progress > Goals, and click the Add Goal button to get started.
Note: Only Admin Users may create company goals in the Pipedrive, but all users can create personal user goals for themselves. Other users in the account are able to view any created company goals, but cannot delete them.
When creating a goal, you will need to provide certain information about that goal.
Who is the goal assigned to? Goals can be assigned to specific users, or the entire company. They may also be assigned to Teams in the Professional and Enterprise plans.
- Goal type
What would you like to track? In Pipedrive — as in sales — the most important metrics are the setting and completion of activities, in order to better win your deals. You can easily set goals for both deals and activities here.
What pipeline does this goal apply to? You can have it apply to all pipelines, if necessary, but your process may dictate tracking the progress within specific pipelines. Activities can be tracked globally — that is, without a specific pipeline — if specified here.
- Expected outcome
What is the desired target for this goal? You may specify if you want to track the quantity or value of goals that you are looking to judge your goal based on.
- Goal interval
How frequently do you want to measure this outcome? Goals can be measured weekly, monthly, quarterly, or annually. Please note that goals are adjusted based on the interval selected when displayed in Progress. For example, when a monthly goal for 10 deals in displayed annually, the goal will be displayed as 120 deals.
- Goal duration
How long will this goal stay active? All goals need an end-date, and you can choose between this month, next month, this quarter, next year, this year, next year, or a custom timeframe.
Once your goal has been created, you will be able to keep track of the goals have created in your company in the Goals section of Pipedrive.
To keep track of the progress of your goals, you can use the Progress section of Pipedrive. These goals can also be tracked in the Dashboard, by going to Progress > Dashboard. To learn more about the Dashboard feature in Pipedrive, click here.
To quickly jump to the metrics of the progress made towards a goal, click on the upward arrow button associated with that specific goal when in the Progress > Goals portion of Pipedrive.
In order for users in your company Pipedrive account to be able to view progress in a goal, they will need be part of a permission set that has See company statistics enabled, and may also need further permissions.
For more information about permission sets in Pipedrive, click here.