Create goal progress reports

Tracking progress toward sales or service goals is critical for maintaining team performance, yet manually exporting data to spreadsheets or navigating multiple tools to find this information is inefficient. To streamline this process and keep your data centralized, you can create goal performance reports directly from the Goals tool in HubSpot.

This feature allows you to generate reports with pre-configured settings and add them to any dashboard. It also introduces specialized visualization styles to help you better understand your data:

• Progress mode (gauge chart): for tracking overall progress toward a specific target.
• Leaderboard mode (bar chart): for comparing total attainment by user or team.
• Attainment over time (line or column chart): for analyzing performance trends.

Learn how to navigate the Goals tool, select the right visualization, and save these reports to your dashboards.

Create goal reports

Before you can create a goal report, you must first set up at least one goal in the Goals tool.

To create a goal report:

1. In your HubSpot account, navigate to Reporting > Goals.

2. In the top right, click Create goal report.
3. Under Choose a goal, click the dropdown menu to select the goal you want to build the report on.
4. Under Choose the type of contributor, select users or teams. The available option will depend on whether you’re reporting on a user goal or a team goal.
5. Under Choose the deal data source, select deal splits or deals. This option will only be available if you've selected a revenue goal.
6. Choose the visualization types:
   1. Gauge: total goal progress across users or teams
   2. Line: goal attainment over time
   3. Column (deal splits only): goal attainment over time 
   4. Bar: total goal progress by user or team
7. Click Create goal report.
8. In the dialog box, edit report filters, then click Save report.

9. In the right panel, type the name of the report, a description, and whether you want to add this report to a new or existing dashboard.

10. Click Next.

11. Choose the level of access you want to grant for the report. 
12. Click Save.
13. You can now access and manage your report from the reports list, or from the dashboard you selected during setup.