Skip to content
BETA

Create custom goals (BETA)

Last updated: August 30, 2022

In Beta

Applies to:

Sales Hub Enterprise
Service Hub Enterprise

You can create custom goals for users or teams based on hundreds of property and aggregation combinations. You can also track and filter these custom goals to measure goal progress based on your goal definitions.

Please note:

  • You can only create up to 50 custom goals per account. Custom goals can be assigned to any number of users or teams during their creation.
  • You cannot use the reporting or forecasting tool with custom goals.

Create custom goals

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Tracking & Analytics > Goals.
  • In the top right, click Create goal.
  • Click Create Custom Goal.
  • Click Next.
  • Under Definition, enter a name for the goal and select the object you want to base the goal on (e.g. deals).
  • Click the Property dropdown menu and select the amount or object ID.
  • Click the Select dropdown menu to select the aggregation type: 
    • Average: the mean average of the value for the property
    • Min: the smallest value for the property
    • Max: the largest value for the property
    • Sum: the arithmetic total of all values for the property
  • Under Tracking method, select your preferred tracking method to see your goal progress:
    • Increasing: increase in goal value is better
    • Decreasing: decrease in goal value is better

type-of-custom-goal-2

  • Click Next.
  • To set up goal contributors and duration:
    • Under Contributors, select either Users or Teams. Based on your selection, on the Users or Teams dropdown menu, select the users or teams for the custom goal. Team goals can be based on each individual person in the team or the team as a whole.
    • On the Duration dropdown menu, select whether you want this custom goal to be measured MonthlyQuarterly, or Yearly.

setup-custom-goal


Please note: You cannot add new users or teams to a custom goal once it is created.

  • To set up your targets for the year:
    • For each user or team you selected, set and edit different values for each month, quarter, or year. If you want to set the same monthly or quarterly goal for the entire year, select the checkbox to the left of a user or team, then click Apply targets
      • In the dialog box, enter a target amount.
      • Click Apply.
    • Click the Pipeline dropdown menu for each user or team and select a single pipeline or multi-pipeline. If you want to set the same pipeline for every user or team you selected, select the checkbox in the top left of the tablet, then click Apply pipelines.
      • In the dialog box, click the Select pipelines dropdown menu, then select a pipeline
      • Click Apply.

custom-goal-targets

  • Click Next.
  • To send notifications to users that contribute to the custom goal, select the checkboxes next to the notifications.

goal-notification

  • Click Done.

Manage custom goals

You can view or edit custom goals after their creation. 

  • To view a custom goal, hover over the user or team, then click View details. In the right panel, review goal targets, goal timeline, and current progress.
  • To edit a custom goal or change the notification setting for reaching a specific goal milestone, hover over the user or team, then click Edit goal.
  • In the right panel, make any changes to the contributor's goal values, or click the Notifications tab to edit notification settings.

edit-custom-goal

  • When you're done making changes, click Save.
Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.