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      3. Insights

      Insights: Goals Are Brilliant For Tracking Progress

      Goals are essential for tracking progress and ensuring your team meets targets.

      In Pipedrive, the Goals feature under Insights helps you monitor deal and activity progress, enhancing your sales efforts. 

      Creating a Goal

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

      how to add a goal

      Choose from the following goal types:

      • Deal:

        • Added
        • Progressed
        • Won
        add deals and choose goal type

      • Activity:

        • Added
        • Completed

      choose activity then goal type

      • Forecast:

        • Revenue forecast (Professional plans and higher)

      forecast then goal type

      Filling in Goal Details

      Form of goal details

      Provide the following details:

      • Assignee: Specific users, teams, or the entire company.
      • Pipeline (deals): Select one or more pipelines or apply to all.
      • Frequency: Weekly, monthly, quarterly, or yearly.
      • Duration: Start and end date.
      • Tracking Metric (deals): Count by deal value or deal count.

      form of revenue forecast

      Click “Save” to create your goal.

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

      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.

      To create seasonal goals, check "Specify individual period goals."

      form of deals added

      Use count boxes for specific goal points for different periods. Save your progress.

      form of different periods

      form of deals

      number of deals shown

      Tracking and Updating Your Goal

      See all active or past goals under the Goals section.

      Details Section:

      • Hover and click the pencil icon to update filters or edit the title.

      view of goal details

      deals progressed

      Visual Builder:

      dashboard of deal details

      • Visualise data in a chart.
      • Hover for summaries, click bars for detailed data.

      graph of deal durations

      November deal pipeline

      Deals created, and relative dates

      • Export chart (PDF/PNG) or customise colors.

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

      Adding Goals to Your Dashboard

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

      adding goals to your dashboard

      Or drag the goal directly to your dashboard.

      drag goal to your dashboard

      Permission Sets

      Note: Regular users can’t add, edit, or delete other users’ goals. Team managers can if they’re on the manager’s team and have permissions enabled.

      Viewing goals depends on role and permission settings:

      • Admin users: View all goals.
      • Team managers: View team goals and need permissions for company and non-team user goals.
      • Regular users: View their own goals and need permissions for company, team, or other users’ goals.

      Admin User:

      • User goal: ✔️
      • Team goal: ✔️
      • Company goal: ✔️

      Team Manager:

      • User goal: ✔️
      • Team goal: ✔️

      Regular User:

      • User goal: ✔️

      Note: Team goals are only available on Professional and higher plans.

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