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Forecasting & goal setting from multiple pipelines
In Sales Hub currently one can only set up goals and forecast on one pipeline
As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can have a clear view of their target achievement whilst having the ability to track and report on deals from different pipelines.
Our sales team is managing revenue across multiple pipelines but we don't split their sales goals in a granular way across pipelines. It would be nice to be able to check a box and apply a goal across a group of pipelines.
Same problem, the targets are per quarter per rep, splitting pipeline is good to see where deals get stuck but we need to be able to have the possibility to put 1 goal per rep and the pipelines to sum.
We're looking to enhance the tool to let you set goals and forecast across all your pipelines. We want to collect feedback to define the best experience for customers. If you're keen to speak to the team, please feel free to book some time here.
I completely agree with this! Our team has a different pipeline per service and we do not set goals per service, but for the collective of all of them. The Legacy Goals someone accomodated for this by setting the overall goal for one pipeline, but then checking the rest of the pipelines it be included in the total numbers. This does not seem to be a feature for the new Goals and therfore is unusable for us.
We also have this problem here, since we have a pipeline of Individuals, Companies and Government Companies and there is no way to calculate sales, this is bad!
I work with departments in multiple countries who all have their own pipeline (with unified deal stages ) but I can't get the full forecast for all pipelines combined. This is really needed ! Would be awesome if you could add this to the Forecasting feature (which is great by the way!)
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