topic Re: Changing the reporting frequency on Quota Attainment report in Dashboards & Reporting

Changing the reporting frequency on Quota Attainment report

CCrawshaw — Fri, 25 Apr 2025 17:01:39 GMT

I'm trying to create a quota attainment report that breaks down our quota attainment by quarters as that is how we track our targets. From what I can tell, the only frequency you can choose is monthly, which seems like an oversight when many companies report sales on a quarterly basis. Is there a way to report on this quarterly or is this report limited to a monthly frequency? Thank you.

Re: Changing the reporting frequency on Quota Attainment report

RubenBurdin — Fri, 25 Apr 2025 18:23:10 GMT

Hi @CCrawshaw

You’re not missing a hidden switch—the built-in Quota Attainment card in Sales Analytics only plots against monthly goal buckets. HubSpot’s goal framework stores one target per user per month, so the canned report can’t roll them into quarters.

Ways to get a quarterly view

• Custom Report Builder

In Reports › Custom report builder choose the Sales goals dataset (or Goals + Deals if you need revenue).
Add Goal period to the canvas, then change its date granularity to Quarter.
Pull in Goal amount and Goal attainment % as your measures.
That report respects the monthly goals but sums them into quarters.

• Forecast tool
If you’ve turned on the new Forecasts beta, switch the timeframe picker to Quarter; it rolls the monthly quotas and attainment up for each rep/team. You can save that view to a dashboard.

• Excel/Looker Studio
Export the Sales goals dataset monthly, pivot on quarter for quick ad-hoc visuals.

Until HubSpot lets us create quarterly (or weekly) goal periods, custom reporting or the Forecast roll-up are the only ways to see quota attainment by quarter.

Hope It helps.!

Ruben Burdin

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync (YC W24)

Re: Changing the reporting frequency on Quota Attainment report

h-recker — Mon, 19 May 2025 13:31:24 GMT

You're absolutely right. HubSpot's built-in quota attainment reports often default to monthly frequency with limited flexibility. And for teams that track quotas quarterly (which is very common), that can be a real blocker.

We have a lot of users that leverage Coefficient's certified 2 way sync with HubSpot and Google Sheets or Excel to navigate around this blocker.

You'll

Pull your quota data and sales data into Google Sheets or Excel
- Use Coefficient to import HubSpot data for each rep, including fields like Closed Won Amount, Quota, Owner, and Close Date.
Group your data by quarter in Sheets
Build your own Quota Attainment dashboard
- Show % to quota by rep, by team, by quarter, whatever structure your business needs.
Keep it live and automated
- Coefficient will refresh your data on a schedule (daily, weekly, etc.), so your dashboard always reflects the most up-to-date quota and attainment numbers.
Embed the visualizations in HubSpot (if you'd like)
- If you want visibility inside HubSpot, you can publish the chart from Google Sheets and embed it directly into a dashboard tab. I made a video on this recently.

This setup gives you complete flexibility to report quarterly, monthly, weekly—whatever cadence your team needs, without being locked into HubSpot's default structure. We also have this pre-built HubSpot sales to target dashboard template for Google Sheets you can leverage as well.