Pipedrive Goals
Your sales team already uses Pipedrive to manage deals and activities.
Dear Lucy helps sales leaders turn that CRM data into a complete sales performance management system with live sales goals, quota attainment, goal pacing and coaching insights.
Instead of updating spreadsheets or reviewing targets at the end of the month, everyone works from the same live dashboards—powered directly by your Pipedrive CRM.
Great sales leaders don't just track goals—they stay ahead of them.
Most sales teams know whether they hit quota after the month ends.
The best sales teams know weeks earlier.
They spot slowing pipeline creation.
They see declining win rates.
They identify teams falling behind pace.
They coach before revenue is lost.
Sales goals aren't just about measuring performance.
They're about improving performance while there's still time to change the outcome.
Sales Goals Dashboard
Know exactly where every sales rep, team and business unit stands.
Run every sales review using one live dashboard that combines:
• Quota attainment
• Goal pacing
• Revenue vs target
• Pipeline creation vs goal
• Pipeline value
• Win rate
• Average deal size
• Sales forecast vs target
• Team performance
• Regional performance
Track quota attainment, goal pacing, forecast performance, pipeline coverage and sales targets in one live sales performance dashboard powered by your Pipedrive CRM.
Goal pacing matters more than quota attainment
Quota attainment tells you where you are today.
Goal pacing tells you where you're likely to finish.
That's the difference between reporting performance and managing performance.
Instead of discovering missed targets after the quarter ends, sales leaders can identify risks early, coach their teams and improve results before revenue is affected.
Great coaching starts with knowing who's off pace—not who already missed quota.
Goals for every KPI that matters
Every sales organisation measures success differently.
While Pipedrive includes built-in goal tracking, growing sales teams often want to measure more than revenue or activity targets.
With Dear Lucy, you can create goals for virtually any sales KPI, including:
• Revenue
• Pipeline creation
• Pipeline value
• Win rate
• Average deal size
• Sales velocity
• Forecast accuracy
• Meetings
• Calls
• CRM hygiene
• Conversion rates
• Custom sales KPIs
Because the metrics that matter most to your business should be the metrics your team improves every day.
Why sales teams miss quota
Sales teams rarely miss target because someone entered the wrong number.
They miss because warning signs weren't visible early enough.
Pipeline creation slowed.
Large opportunities slipped.
Win rates declined.
Average deal size decreased.
Forecast accuracy weakened.
Managers reacted too late.
Dear Lucy combines sales goals with pipeline analytics, forecasting and sales dashboards so sales leaders can spot these signals early and take action before targets are missed.
Sales performance management for every role
Every role needs a different view of sales performance.
Sales reps
Track personal goals, quota attainment, pipeline and forecasts in one dashboard.
Sales managers
Compare teams, monitor goal pacing and identify coaching opportunities before targets are missed.
RevOps
Standardise sales performance management across teams, business units and regions while ensuring everyone works from the same metrics.
Executives
Monitor company-wide sales performance, revenue targets and strategic KPIs in real time.
Board members
Review live sales performance and long-term progress without relying on static spreadsheets or manually prepared reports.
Everyone works from the same live Pipedrive data.
Beyond standard Pipedrive goals
Pipedrive includes built-in goal tracking that helps sales teams measure progress against targets.
As organisations grow, however, leadership usually needs a broader view of sales performance.
Questions become more strategic.
Will we hit target this month?
Will we hit this quarter?
Are we creating enough pipeline?
Which teams are falling behind pace?
Which KPIs are improving?
How accurate are our forecasts?
Which regions need support?
Dear Lucy builds on top of your Pipedrive CRM by combining sales goals, forecasting, pipeline analytics and executive dashboards into one complete sales performance management platform.
Learn more about everything included in Dear Lucy for Pipedrive.
Every sales review should answer these questions
Before every sales meeting, you should know:
Will we hit target this month?
Will we hit this quarter?
Who's ahead of pace?
Who's falling behind?
Is enough pipeline entering the funnel?
Which teams need coaching?
Which KPIs are improving?
Where is revenue at risk?
What should we do next?
If your sales meetings spend more time discussing the numbers than deciding what actions to take, your reporting isn't working hard enough.
Looking for more than sales goals?
Sales goals work best when they're connected to reporting, forecasting and pipeline management.
Turn your CRM into one trusted reporting system for sales leadership.
Ready-to-use dashboards for sales reps, managers, RevOps and executives.
Run more confident forecast calls using live forecasting dashboards.
Identify bottlenecks, deal movement and pipeline risks before they impact revenue.
Revenue Forecasting
Look beyond today's pipeline to understand future revenue.
Frequently Asked Questions
Does Pipedrive include goals?
Yes. Pipedrive includes built-in goal tracking that allows sales teams to measure progress against targets. Dear Lucy extends these capabilities with goals for virtually any sales KPI, goal pacing, predictive revenue forecasting and executive sales performance dashboards.
What is goal pacing?
Goal pacing estimates whether current performance is on track to achieve a target before the reporting period ends, helping sales leaders identify risks early and take action before goals are missed.
Can I create goals for any sales KPI?
Yes. Dear Lucy allows you to create goals for virtually any sales KPI, including revenue, pipeline creation, pipeline value, win rate, average deal size, forecast accuracy, CRM hygiene, meetings, calls and many custom metrics.
Can I track goals across teams and business units?
Yes. Dear Lucy supports goal tracking across individuals, teams, regions, business units and other organisational dimensions, giving leadership one consistent view of sales performance.
Can executives monitor sales goals?
Yes. Dashboards can be securely shared across your organisation so executives and board members always have access to live sales performance and goal progress.
Is Dear Lucy an official Pipedrive integration?
Yes. Dear Lucy is available on the Pipedrive Marketplace and connects directly to your Pipedrive CRM. It extends Pipedrive with advanced sales reporting, flexible goal tracking, forecasting and executive dashboards while keeping your sales team working in the CRM they already know.
Stop tracking goals. Start improving performance.
Keep the CRM your sales team already loves.
Give every sales rep, manager, RevOps leader and executive one live view of sales goals, quota attainment and goal pacing.
Coach earlier.
Forecast with confidence.
Hit more targets.