Create custom goals

Create custom goals for users or teams based on hundreds of property and aggregation combinations. Track and filter these custom goals to measure goal progress based on your goal definitions. Use deal-based custom goals in reports to visualize and track attainment over time, providing better contextual insights into performance.

Create custom goals

• In your HubSpot account, navigate to Reporting > Goals.
• In the top right, click Create goal > Create from scratch.
• On the Define page, customize your goal with the following criteria: 
  • Object: the object type that your goal will be based on. After you select the object type, you can add filters. Click Add filters next to Define goal at the top of the screen to add over 20 filters per object.
    
    • Call
    • Company
    • Contact
    • Conversation
    • Deal
    • Meeting
    • Ticket (Service Hub only)
    • Custom object
  • Property: depending on the object type, select a property (e.g. amount, object ID). The property you select will determine the available aggregation types.
  • Aggregation type: the aggregation types available will be determined by the property you selected.
  • • Sum: the added total of all values for the property.
    • Average: the average of the value for the property.
    • Min: the lowest value for the property.
    • Max: the highest value for the property.
    • Count: the total number of data entries for the property.

• Unit of measurement: enter a unit of measurement, for example seconds, minutes etc. This will only apply to some properties.
• Preferred goal currency: if the goal is based on the Deals object and the Property type is Amount, select a currency for the goal. To select a currency, it must be set up in your account settings.
• Date property: the date property that will be used in the custom goal.
• Tracking method: select your preferred tracking method to measure your goal progress by:
  • • Higher value is better, lower is worse: increase in goal value is better.
    • Lower value is better, higher is worse: decrease in goal value is better.
      
      

• View a preview of your data in the right panel. The preview panel will display all data in the account that meets the goal, where as once the goal is created, it'll only show the data applicable to the user or team defined in the goal setup. 
• In the bottom right, click Next.
• On the Setup page, customize your goal name and set up goal contributors and duration.
  • In the Goal name field, enter a name for your goal. For example, Increase revenue by 20%.
  • To set up goal contributors:
    • Under Contributors, select either Users goals only or Team with user goals. 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 user on the team or the team as a whole.
    • To include extra team members in a team goal, click Include contributions from extra team members checkbox.
      
      
    • If a user is a member of more than one team, a goal target can only be applied for one of the teams they are a member of.
    • If a user is a primary member of one of those teams, that's the only team their target can be applied to.
  • To set up Duration:
    
    • On the Duration dropdown menu, select whether you want this custom goal to be measured Weekly, Monthly, Quarterly, Yearly, or Custom.
    • If you selected Custom, enter the start date and end date.
    • To align duration with your fiscal year settings, click the Align with your fiscal year settings? checkbox. 
      
      
• In the bottom right, click Next.

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

• On the Performance page, 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 table, then click Apply pipelines.
    • In the dialog box, click the Select pipelines dropdown menu, then select a pipeline. 
    • Click Apply.

• In the bottom right, click Next.
• On the Settings page, create a goal template and set up notifications. 
  
  • To turn the custom goal into a template, click Create template. The template will be stored in My templates and can be reused. Templates save the goal definition, not the contributors, duration, targets, or settings.
    
    • • Click Create template.
      • In the pop-up box, enter your template name and description.
      • Click Save template.
  • To send notifications to users that contribute to the custom goal, select the checkbox for each applicable goal milestone.
    
    
• In the bottom right, click Done.

Manage custom goals

You can view or edit custom goals after their creation. 

• In your HubSpot account, navigate to Reporting > Goals.
• Click the Manage tab.
• 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 clone a goal, hover over a goal, then click Clone.
• 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.

• When you're done making changes, click Save.

Use deal-based custom goals in reports

Use goal data in deal-based reports. Goal data can be used in Bar, Column, Line, and Area charts.

• In your HubSpot account, navigate to Reporting > Dashboards.
• In the top right of a deal-based report, click the filter View & filter icon.

• In the Filters tab, click the Goals dropdown menu and select a goal. The Goal dropdown menu will only display goals that are using the same date property and frequency of the report. 

• The report will update to display the goal target data.
• Click Save.

Please note: to use deal-based custom goals created using custom deal properties, the report and custom goal must use the same date property and frequency. For example, if your custom goal is based on a custom date property, Employee start date, which is set to a monthly duration, then the report must also be based on the custom date property Employee start date and the date range must be set to Monthly.