How to track sales goals on Pipedrive

intermediate 8 min read Updated 2026-03-18

Quick Answer

Track sales goals in Pipedrive by setting up Goals from the main menu, configuring individual or team targets with specific timeframes, and monitoring progress through the Goals dashboard. Use the Insights feature to analyze performance metrics and adjust strategies based on real-time data.

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Prerequisites

Active Pipedrive account with admin access
Sales pipeline already set up
Historical sales data for at least 30 days
Understanding of your sales targets and quotas

Step-by-Step Instructions

Access the Goals section

Navigate to your Pipedrive dashboard and click on Goals in the main navigation menu. If you don't see Goals, click on More and select Goals from the dropdown menu. This will take you to the Goals overview page where you can create and manage all sales targets.

Goals feature may not be available on all Pipedrive plans - check your subscription level if you don't see this option.

Create a new sales goal

Click the + Add Goal button in the top right corner. Choose your goal type from the dropdown: Activities, Deals, or Revenue. For sales tracking, select Revenue or Deals. Enter your goal name in the Goal name field, such as "Q1 2026 Revenue Target" or "Monthly Deal Closures".

Use descriptive names that include timeframes to easily identify goals later.

Configure goal parameters

Set the Time period by selecting start and end dates from the calendar picker. Choose the Goal assignee - select Everyone for company-wide goals, Team for specific teams, or User for individual targets. In the Target value field, enter your numerical goal (revenue amount or number of deals). Select your preferred Currency if tracking revenue.

Break large annual goals into quarterly or monthly targets for better tracking and motivation.

Apply filters and conditions

Click on Advanced settings to add specific filters. Use Pipeline filters to track goals for specific sales pipelines. Add Deal stage filters to count only deals that reach certain stages like "Won" or "Closed". Apply Label or Custom field filters to track specific product lines or deal types. Click Save Goal when configuration is complete.

Use filters to create focused goals that align with specific business objectives or team responsibilities.

Monitor goal progress

Return to the Goals dashboard to view all active goals. Each goal displays a progress bar showing current achievement percentage. Click on any goal card to see detailed progress information including Current value, Target value, and Time remaining. Use the Period dropdown to switch between different time views (daily, weekly, monthly).

Check goal progress weekly to identify trends and make timely adjustments to sales strategies.

Set up goal notifications

Click on a specific goal, then select Settings (gear icon). Enable Email notifications to receive updates on goal progress. Configure notification triggers such as 25%, 50%, 75%, and 100% completion. Add team members to the notification list by entering their email addresses in the Notify users field. Save your notification preferences.

Set milestone notifications to celebrate achievements and maintain team motivation throughout the goal period.

Analyze performance with Insights

Navigate to Insights from the main menu and select Goals report. Choose your goal from the Select goal dropdown. View detailed analytics including progress trends, team performance comparisons, and achievement rates. Use the Date range picker to analyze different time periods. Export reports by clicking Export and selecting your preferred format (PDF, Excel, CSV).

Use Insights data to identify top performers and areas needing improvement for future goal setting.

Adjust and optimize goals

Based on performance data, click Edit on underperforming goals to modify target values or timeframes. Use the Duplicate goal feature to create similar goals for different teams or periods. Archive completed goals by clicking Archive to keep your dashboard organized. Create new goals based on lessons learned from previous performance data.

Regularly review and adjust goals to ensure they remain challenging yet achievable as market conditions change.

Common Issues & Troubleshooting

Goals not updating with recent sales data

Check that your deals are properly marked as Won in the correct pipeline stage. Pipedrive updates goal progress every few hours, so recent changes may not appear immediately. Verify that goal filters match your deal properties.

Team members cannot see shared goals

Ensure team members have appropriate visibility permissions in your Pipedrive settings. Go to Company settings > Users and permissions and verify that users can access Goals feature and view relevant pipelines.

Goal calculations seem incorrect

Review your goal filters and conditions to ensure they match your intended criteria. Check that deal values are entered in the correct currency and that custom fields used in filters contain accurate data. Contact Pipedrive support if calculations still appear wrong.

Cannot create goals for specific time periods

Verify that your Pipedrive plan includes advanced Goals features. Some limitations exist on goal timeframes and complexity based on subscription level. Upgrade your plan or adjust goal parameters to work within your current plan's limitations.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Pipedrive website before purchasing.

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