The Complete Guide to Pipedrive Goals

Setting sales targets in your CRM is easy. Hitting them consistently? That’s where most teams struggle. If you're using Pipedrive, you might already be exploring its built-in goal features—but chances are you're finding them limiting as your team scales.

In this guide, we’ll break down everything you need to know about Pipedrive goals: how they work, what’s missing, and how to build a powerful, performance-driving goal framework using Dear Lucy.

See how Dear Lucy levels up Pipedrive Goals

What Are Pipedrive Goals?

Pipedrive lets you create sales goals based on activities (like calls or meetings) and outcomes (like deals won or revenue). This functionality is available via Pipedrive Goals features in their Insights dashboard.

Out of the box, you can:

  • Set activity or revenue targets by user or team

  • Choose weekly, monthly, quarterly, or annual timeframes

  • Track performance toward each target

For basic teams, it works. But if you're managing multiple markets, reps, or products, and you want to actually use goals to drive performance—you’ll likely need more.

Common Challenges with Pipedrive Goals

Pipedrive’s native goal tracking is good for simple use cases. But here’s where teams often get stuck:

  • Limited KPI flexibility — You can’t set goals for just any metric inside Pipedrive

  • No custom segmentation (e.g. product line, deal type, region)

  • No visibility into pacing (will we hit this month’s goals or not?)

  • No historical comparison (did we perform better than last quarter?)

  • No proactive alerts (when performance slips, no one knows until it’s too late)

And even though you can track individual rep goals, there’s no easy way to combine data across teams or create visual dashboards that make goals actionable.

A Better Way to Track Pipedrive Goals

If you’re serious about hitting revenue targets, you need more than static numbers. You need live dashboards, early alerts, and clear visibility across every level of your sales org.

That’s exactly what Dear Lucy delivers.

With Dear Lucy for Pipedrive, you can:

✅ Build custom Pipedrive goals dashboards by rep, team, market, product line
✅ Set goals for any KPI — including MRR, meetings held, conversion rate, churn, activities completed, and more
✅ Track performance vs target in real time
✅ Receive alerts when pacing falls behind
✅ Compare current performance to previous time periods
✅ Celebrate success with live leaderboard views

Pipedrive Goals
 

Example: Pipedrive Goals by Market

Let’s say you’re setting monthly new business goals by region. With Dear Lucy:

  • You define a goal of $150K/month in the US and $100K in EMEA

  • Real-time dashboards show you how each region is pacing

  • Alerts tell you if the US is behind mid-month

  • Reps see their own personal goal progress daily

Now your team isn’t just checking numbers—they’re adjusting in time to hit them.

You can apply the same setup to track goals by deal type (e.g. new business vs upsell), by individual sales rep, or by product line — whatever best matches how your team sells.

Why Teams Outgrow Native Pipedrive Goal Tools

You can’t grow what you can’t see. And while Pipedrive's goal-setting features are a good start, they fall short when:

  • You manage multiple reps, products, or geographies

  • You run forecasts and need goal tracking to match pipeline reality

  • You coach performance and need to spot underperformance early

  • You want sales reps to own their goals, not just view them

  • You need goal-setting flexibility across any performance metric — including things like conversion rates, MRR, churn, or win/loss ratio

Dear Lucy turns Pipedrive goals into an actual performance engine.

Final Thoughts

Whether you're tracking revenue, activities, or conversions—goal tracking in Pipedrive should be a growth lever, not a chore.

With Dear Lucy, it's easy to:

  • Set smart, segmented Pipedrive goals for any KPI

  • Monitor performance in real time

  • Stay ahead with early pacing insights

  • Coach your team to success

Want to get more from Pipedrive Goals?
Explore Dear Lucy’s dashboards and goal engine for Pipedrive


About Dear Lucy

Dear Lucy is a 5-star rated Pipedrive partner providing plug-and-play sales reporting, forecasting, and performance dashboards for modern revenue teams. We help Pipedrive users get the full picture—from predictive forecasts and pipeline trends to goal tracking and recurring revenue insights. Our platform is fully aligned with Sales Performance Management (SPM) best practices and used by scaling sales teams around the world.

If you’d like to learn more about Dear Lucy and whether it might be the right solution for your sales organization, you can either schedule a meeting with a product expert, start a free 10-day trial, or click around our gallery of advanced sales performance dashboards