Pipedrive is a powerful CRM for managing and increasing business sales. While flexible, it can be complicated for new users. This guide explains how to set up sales goals and KPIs in Pipedrive.
Why set goals?
Setting and tracking goals is critical for business success. Goals help workers and managers monitor individual and project-level progress, meet deadlines, and gauge performance during appraisals. Managers can identify top performers for recognition, and targets motivate employees while keeping them aligned with company objectives.
Setting up sales goals
Step 1: Access Goals
Open Pipedrive and navigate to the Insights tab on the left sidebar. Select "Goals" to view both active and inactive goals (older goals may be on hold).
Step 2: Create a new goal
Click the plus (+) sign next to "Goals" to create a new goal. The system will prompt you to choose a goal type:
- Deal-based goals
- Activity-based goals
- Forecast-based goals
Step 3: Configure your goal
Select your desired type and provide required information:
- Assignee name
- Interval
- Tracking metric
Create goals for all key metrics that drive your business forward. The configuration options vary by entity type.
Step 4: Custom activities
Pipedrive includes pre-added activities, but you can create custom ones via Company Settings → Activity Settings. Custom activities should reflect your actual business processes and move prospects through your sales pipeline.
Step 5: Goal types
Depending on your subscription level, you can create:
- User goals (individual users)
- Team goals (entire teams)
- Company goals (all employees)
The Forecast section (Professional plan only) allows you to assign specific revenue goals.
Step 6: Save
Save your goal, and it will appear in the Goals section.
Pipedrive helps track individual and company objectives, ensuring goals are met and the organization operates effectively while motivating employees to use the system optimally.
Want help designing a goal structure that actually moves the needle? Speak to our Pipedrive consultants or get in touch.