topic Creating a custom goal for proposals sent in Tips, Tricks & Best Practices

Creating a custom goal for proposals sent

RevOpsProf — Mon, 25 Nov 2024 11:45:48 GMT

Our SDRs have a goal for number of proposals sent per week / month and I was hoping I'd be able to create a custom goal on HubSpot to measure progress towards this at a team and user level.

I noticed that you can't create goals for quotes or tasks so I feel as though I've hit a dead end. Any other suggestions for how I might go about this?

Re: Creating a custom goal for proposals sent

PamCotton — Mon, 25 Nov 2024 19:58:17 GMT

Hey @RevOpsProf, thank you for posting in our Community!

HubSpot doesn’t currently support custom goals for quotes or tasks directly, but you could track proposals sent using a custom property or deal stage to log this activity. Then, use a report to measure progress at the team and user levels. Let me know if you’d like help setting it up!

Kindly,

Pam