How to Set and Track Your 2026 Sales Goals in Pipedrive Step by Step

Most sales teams set revenue targets… but never create a clear, data-driven system to actually hit them. In this step-by-step Pipedrive tutorial, Paul Minors shows you how to set your 2026 sales goals using real historical data — not guesswork. You’ll learn how to set revenue goals, reverse-engineer how many deals you need to win, calculate how many opportunities you need to create, and finally, how to track the outbound activities that actually drive results. By the end of this video, you’ll have a full 2026 sales plan inside Pipedrive, fully measurable and ready to execute. In this video you’ll learn: How to build 2026 revenue goals using Insights How to calculate required deal volume and opportunity creation How to use conversion rates and average deal size the right way How to set activity goals (calls, meetings, proposals, etc.) How to connect daily actions to your yearly sales target How to track progress automatically with dashboards Need help implementing Pipedrive, and want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive 00:00 - Why Most Teams Miss Their Sales Targets 00:21 - What We Need To Get Started (2026 Goal-Setting Overview) 01:57 - Build Your 2026 Revenue Goal in Pipedrive 04:35 - Example of Revenue Goals 05:52 - Calculate How Many New Deals You Must Create 09:36 - Create a Goal for Deals Added 12:41 Final Framework Recap & What to Do Next Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive