Use the campaign goals tracker

Use campaign goals to set, track, and manage goals for your campaigns in HubSpot. For example, you can set a goal to generate 50 new leads per month for this year. Then, monitor if the goal has been met each month. 

Understand campaign goals

After creating a campaign, you can select a campaign goal. For example, you can select goals based on generating leads or SQLs, improving the cost per customer, increasing website traffic, increasing overall revenue, and more. 

After adding a campaign goal, you can edit the goal, including details such as the goal name, any goal targets, and start and end dates for Single frequency goals. After creating your goals, you can keep track of the goal's progress from your campaign details page. 

Create campaign goals

To create a campaign goal:

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the campaign name.
3. In the Performance tab, click Add goal. 
    

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4. In the Set your campaign goal page, select a campaign goal type.
5. To view additional information about each goal, click View details. 
6. After selecting your goal, in the bottom right, click Next. 
    

7. Configure your campaign goal details: 
   • Type: this will be automatically set based on the goal selected. If you'd like to change your goal type, click the Type dropdown menu and select a different goal. 
   • Goal name: enter a unique and descriptive name for your goal. For example, you can use generate 50 new MQLs per month. 
   • Start date: enter a start date for your goal.
   • End date: enter an end date for your goal. 
   • Frequency: set the frequency of your campaign goals. You can set single, monthly, quarterly, or yearly goals. 
     
     • In general, you can set goals up to 4 years in advance. For Marketing Hub Professional revenue and deal-based goals, you can set goals up to 3 years in advance. 
     • If you've selected the Single frequency option, the End date field will be mandatory. 

7. • • If your campaign's end dates do not align with the monthly, quarterly, or yearly frequency options, these options will be greyed out. 

7.  At the bottom right, click Next. 

9. Enter your goal targets. The number of targets will display based on the frequency chosen and the start and end date set.
10. If you’ve chosen a monthly or quarterly frequency, you can add multiple targets at once:
    • In the top right, click Add targets in bulk.
    • In the dialog box, enter your goal target.
    • At the bottom, click Add. This will apply the target to all frequencies displayed on the page. 
11. At the bottom right, click Done. 
    
    

Edit campaign goals

When editing a campaign goal, do note the following: 

• You cannot edit the goal type or goal frequency. If you'd like to update the goal type or frequency, it is recommended to delete and create a new goal instead. 
• You can edit the goal name and any goal targets. For Single frequency goals, you can also edit the goal start date and end date. 
• If you’re using weekly, monthly, quarterly, or yearly campaign goals:
  • You can add more targets, even if a campaign has a set end date. 
  • In general, you can add targets up to 4 years in advance. For Marketing Hub Professional revenue and deal-based goals, you can set goals up to 3 years in advance.
  • You cannot add targets for dates before the original goal start date.
• When updating the dates for Single goals:
  • The start date cannot be before the campaign creation date 
  • Generally, the end date cannot be more than 4 years from the campaign start date. For Marketing Hub Professional revenue and deal-based goals, the end date cannot be more than 3 years from the campaign start date.

To edit a campaign goal:

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the campaign name.
3. In the Total goal progress or Goal over time report, click the vertical menu icon in the top right. Then, select Edit. 
    

4. In the right panel, edit your goal details.
   • You cannot edit your Goal type or Goal frequency. However, you can edit the Goal name.
   • If you've set a Single frequency, you can also edit the Goal start date and Goal end date. 
      

5. To edit your targets, at the top, click the Goal targets tab. You can edit individual targets, or edit targets in bulk. 
6. After editing your goals, at the bottom, click Save. 

Delete campaign goals

When deleting a campaign goal, only the goal and its corresponding targets will be deleted. The goal progress in the campaign performance data will not be deleted. 

For example, you’ve deleted a goal with a target of generating 600 leads that has already generated 150 leads. If a new goal is created to generate 300 leads per quarter, the initial 150 leads will be counted in the progress made if the timeframe of the campaign remains the same or longer.

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the campaign name.
3. In the Total goal progress or Goal over time report, click the vertical menu icon. Then, select Delete goal. 
4. In the dialog box, click Delete goal. 
    
    

Report on campaign goals

To report on your campaign goal:

1. In your HubSpot account, navigate to Marketing > Campaigns.
2. Click on the campaign name.
3. To edit the timeframe for your data in the goal reports, in the top left, click the Date range dropdown menu and select date range. 
4. In the Performance tab, review the following goal reports: 
   • Total goal progress: the overall progress of your goal, including the count of your current status and target of the goal. 
   • Goal over time: review the progress of the goal over time. The report metrics depend on the goal type and frequency selected. Hover over a data point in the report to view a breakdown of metrics.

Please note: if you have a Marketing Professional subscription, for multi target frequencies with revenue and deals type goals targets, data more than three years old will not appear in the goal reports.