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.
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.
Thanks for adding this as limitation. We are a company with multiple products and contract types which does warrant a separate pipeline. Our junior sales adviser only has one pipeline to manage and this works brilliantly but senior BDMs have fingers in a few pies and spinning lots of plates. Forecasting is super important and it's frustrating that the forecasting view is not complete. This is causing me more time having to break this down into separate goals per pipeline, also very difficult to add accurate and achievable goals in this way especially when products are new. One goal across all pipelines is easier to get right.
Goals definitely needs increased functionality such as this. Being able to only set goals based on individual users or teams per pipeline is extremely frustrating - we have people who are in multiple teams in HS as well as work across multiple pipelines, and the current functionality of the goals feature makes it difficult for us to utilise it
