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      3. Insights

      Insights: Goals

      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.

      Choose from the following goal types:

      • Deal:

        • Added
        • Progressed
        • Won

      • Activity:

        • Added
        • Completed

      • Forecast:

        • Revenue forecast (Professional plans and higher)

      Filling in 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.

      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."

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

      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.

      Visual Builder:

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

      • 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.

      Or drag the goal directly 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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