BetaUse the campaign goals tracker (BETA)

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 in the next 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, start and end dates, and any goal targets. 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:

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

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

 

• 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 increase revenue by 25% or generate 50 new MQLs per month. 
  • Frequency: set the frequency of your campaign goals. You can set custom, weekly, monthly, quarterly, yearly, or campaign goals. You can set goals up to 4 years in advance. 
    
    • If you’ve selected a weekly, monthly, quarterly, or yearly campaign goal, the goal’s start date will be set to the campaign’s start date. If no start date has been set, this will be set to the campaign's creation date. 
    • If you've set a start date and end date for your campaign, the goal frequency will be set to custom by default. The custom frequency will have the same start and end date as your campaign. 
    • If your campaign's end dates do not align with the weekly, monthly, or yearly frequency options, these options will be greyed out. 
    • If you've selected a custom frequency, set a Start date and End date for your goal. This option will not appear for any other frequency options. 

• At the bottom right, click Next. 
  
  

 

• Enter your goal targets. The number of targets will display based on the frequency chosen and the start and end date set.
• 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. 
• 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, goal start date, goal end date, and any goal targets. When editing a campaign’s dates, the goal’s start and end dates will not be automatically updated, you will need to manually update the dates as well. 
• 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. 
  • You can add targets up to 4 years in advance. 
  • You cannot add targets for dates before the original goal start date, even if you change the start date of a campaign.
• When updating the dates for custom goals:
  • The start date cannot be before the campaign creation date 
  • The end date cannot be more than 4 years from the campaign start date.

To edit a campaign goal:

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

 

• 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 custom frequency, you can also edit the Goal start date and Goal end date. 
     

 

• To edit your targets, at the top, click the Goal targets tab. You can edit individual targets, or edit targets in bulk. 
• 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.

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

Report on campaign goals

To report on your campaign goal:

• In your HubSpot account, navigate to Marketing > Campaigns.
• Click on the campaign name.
• 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. 
• 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.