Last updated: September 30, 2021
With goals, managers can create user-specific quotas for their sales and services teams. Managers can then assign these goals at the user, team, or pipeline level.Different subscription tiers have access to different goal measures:
Please note: you must be a user with Forecast permissions in order to create, edit, and delete goals in your account. In order to be assigned a goal, however, you must have either a paid Sales Hub Starter, Professional, or Enterprise seat, or a Service Hub Enterprise seat.
View your goals by measurement type, team, and pipeline.
You can create single-object deal reports that track revenue goals to measure your impact over time. HubSpot provides a set of standard reports in the report library, and Professional or Enterprise users can customize these reports or create a custom report.
When creating a revenue goal report, keep in mind the following:
In addition to single-object reports, you can also manually add goals to reports created with the advanced custom report builder. A monthly goal can be added in the custom report builder for the following chart types:
If your report meets one the above criteria, you can add a monthly goal to the report by clicking Chart Settings in the Configure tab of the report builder.
Apply goals to custom reports to visualize and track attainment over time.
You can report on revenue in HubSpot by adding the following standard reports from the reports library to your dashboard.
As a manager, you can use the forecast tool to keep track of your team's progress towards their goals. The...