topic Goal tracking from multiple pipelines in Dashboards & Reporting

Goal tracking from multiple pipelines

JStenbaek — Thu, 28 Jan 2021 08:59:17 GMT

Hi we would like to track Goals for our sales reps, however they are working in multiple pipelines, how can we do this?

Re: Goal tracking from multiple pipelines

karstenkoehler — Thu, 28 Jan 2021 09:05:54 GMT

Goals can only be created for one pipeline. You can find a step by step instruction here: https://knowledge.hubspot.com/reports/create-goals

Currently, there aren't any options for combined goals across multiple timelines. You'd have to either consolidate the pipelines or create one goal for each pipeline.

It would be a nice feature to be able to create goals across pipelines. The HubSpot Ideas section of the community is where you would suggest that. The product team reviews these suggestions: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Hope this helps!

Re: Goal tracking from multiple pipelines

himanshurauthan — Mon, 01 Feb 2021 10:22:32 GMT

Hey @JStenbaek,

So, there are numerous ways to track the goals of your sales rep.

The best way is to track the activity of your sales rep is to track the properties updated by them within HubSpot.

For example, you want to track the call activity done by your sales executives in this case you can create a cross report for activity and contacts.

Now what you got to do is add a filter that'll show you contacts that have been called. Lastly, you can also filter on the basis of time like monthly, weekly, or daily activity.

I hope this helps. 😀

Best Regards,

Re: Goal tracking from multiple pipelines

JRoss2 — Tue, 15 Feb 2022 15:54:34 GMT

and as an entire compnay not just by sales rep