Knowledge Base

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 here

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. 

 

 


Add a team goal 

To add a team goal in Pipedrive, go to Insights > Goals > Add New Goal. 

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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 here

 


Filling in goal details

When creating a goal for your team, you will need to choose that team name under the Assignee field. 

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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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