When creating Team goals, you cannot use the forecast tool or analyze the goal in the reports tool.
Click the Measurement dropdown menu and select a goal measure. Depending on your subscription, you have different measures available.
Select the checkboxes next to users you want to assign the goal to. You can use the search field to locate a userin your account.
You can edit each user's goal and set different values for each month. In the appropriate Month column to the right of a team member's name, click Create goal.
To set the same monthly goal for the entire year, enter a goal value, then select the Apply to remainder of year box. If you do not choose to apply the goal to the remainder of the year, you will need to manually add a goal for each month.
Manage your goals
View your goals by measurement type, team, and pipeline.
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Tracking & analytics > Goals.
To filter by a goal measurement, click the dropdown menu above the list of users.
To filter your users by team, click the Team dropdown menu.
If you are tracking revenue, click the Pipeline dropdown menu to view goals for a specific pipeline.
Edit a month's goal value by clicking the current goal value. Enter a new value or select Clear goal.
If you want to remove a user from your goals dashboard, select the checkbox to the left of their name, then at the top of the table, click Delete.
When creating a revenue goal report, keep in mind the following:
You can add sales goals to a report by adjusting the Display options in the report builder. The report must be a single-object deal report that includes a date property. The report must also use the Line or Area chart type.
When using sales goals in custom single-object reports, it's recommended to include a filter for a specific pipeline associated with the goal. Otherwise, all pipelines will be factored into the report.
Revenue goal is calculated as follows: (goal revenue / total number of days in the selected date range) x number of days so far in the selected date range.
For example, if the date range in your report is set to This month, the calculation would be: (goal revenue / total number of days in the month) x number of days in the month so far.