Reports

Create goals

Last updated: March 26, 2020

Applies to:

Sales Hub  Starter, Professional, Enterprise
Service Hub  Enterprise

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.

Please note: goals will replace quotas in paid Sales Hub and Service Hub accounts created after September 5, 2018. Free users who created a quota in the quota tool before September 5, 2018 will still have access to a basic version of goals in their account. With this basic version, users are still able to set fixed, monthly revenue goals. 

Create goals for your team

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Reports Goals
  • Click Create Goal
create-a-goal
  • In the right panel, click the Type of goal dropdown menu and select Sales or Services

Please note: you must be a Super Admin in order to create, edit, and delete goals in your account. In order to be assigned a goal, however, you must have have either a paid Sales Hub Starter, Professional, or Enterprise seat, or a Service Hub Enterprise seat

  • Click the Measurement dropdown menu and select a goal measure. Depending on your subscription, you can choose from the following measures:
    • Sales Hub Starter and Professional: Revenue

Please note:  you can assign Sales Hub Starter and Professional users a fixed, monthly revenue goal only.

    • Sales Hub Enterprise: Calls logged, Deals created, Meetings booked, Revenue.
    • Service Hub Enterprise: Average ticket resolution time, Average ticket response time, Tickets closed
  • Select the checkboxes next to names to set the goal for their users. You can use the search field to locate a user in your account.
  • Click Add.add-goal-pane
  • Once added, 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 goalcreate-goal-on-goals-dashboard
  • Enter a goal value, then select the Apply to remainder of year box if you want your team member to have the same monthly goal for the entire year. 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. 

Please noteif you are a Sales Hub Starter or Professional user, you can only be assigned a fixed, monthly revenue goal. You will not be able to see the different months or adjust goals for different months.

  • Click Save
add-goal-value-from-dashboard

Manage your goals

View your goals by measurement type, team, and pipeline.  

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Reports Goals
  • Click the dropdown menu above the list of users to filter by a goal measurement. measurement-type-team-dropdown
  • Click the Team dropdown menu to filter your users by team.
  • If you are tracking revenue, click the Pipeline dropdown menu to view goals for a specific pipeline.goals-team-and-pipeline-filters
  • 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
/reports/create-goals