As you may already know, you can set up Goals in HubSpot to track your monthly progress. However, at times you may wonder if you can see a report comparing Visits to such Goals.
Good news! this is already taken care of for the most part, you just need to complete a few additional steps.
First, make sure you are set up to receive a Monthly Marketing Report email since this is the email that will deliver such report to you.
- Navigate to your Account Menu in the upper right-hand corner of your HubSpot account > Settings.
- Select My Profile > Notifications > select the checkbox next to Monthly Marketing Report.
Second, navigate to your Dashboard and filter the drop-downs accordingly.
- Click on Dashboard at the top of your HubSpot menu.
- Navigate to and hover your mouse over the Marketing Performance widget and make sure the checkbox next to Show goal line is checked off to view your goals against Visits, Contacts, and Customers within your chosen timeframe.