topic Re: Quota attainment reports in Dashboards & Reporting

Quota attainment reports

MStadig — Wed, 19 Jan 2022 19:21:04 GMT

Hi!

I'm trying to figure out how to build a report where our reps can follow their progress in sales compared to the target they have. I have managed to find this report, but it only shows the sales reps that have sold something in Q1. I would like the report to show all sales reps and if they have not sold anything it should say 0 in sales, but the reps should be able to see their target/quota for that period. (in the standard report this is not visible)

Moreover, I would like to have a report showing the company sales compared to the target. The numbers for targets should be sourced from the revenue goals we have entered.

Basically, I want to have the numbers visible in Sales --> Forecast to be shown in a report. In the forecast category, I can see goal attainment for individual sales reps, per market, and also for the whole company.

Any ideas on how I can build these reports? As you can see in the report Natasha is missing and this is because she has not sold anything in this quarter, but I still want to make her target visible.

Re: Quota attainment reports

karstenkoehler — Thu, 20 Jan 2022 05:50:55 GMT

Hi @MStadig,

@MStadig wrote:

I would like the report to show all sales reps and if they have not sold anything it should say 0 in sales, but the reps should be able to see their target/quota for that period. (in the standard report this is not visible)

This is unfortunately not possible in HubSpot. Reports will only show the existence of data, not their absence. I'd agree that this is a limitation. Other users have requested this from the product team, albeit for another type of report. I'd recommend commenting with your use case and upvoting the idea: Reporting: Show properties in legend, labels with zero values/zero count. The product team reviews these requests based on their popularity.

As far as workarounds go, there aren't really any that are feasible. You could have team members create a 1 SEK deal each month for all employees for them to show up. That's the only way I can think of, not very elegant however.

@MStadig wrote:

Basically, I want to have the numbers visible in Sales --> Forecast to be shown in a report. In the forecast category, I can see goal attainment for individual sales reps, per market, and also for the whole company.

Have you checked the sales analytics section? This section can be accessed from Menu > Sales > Forecast, clicking the View Report button in the top right corner. (If you don't see this button, then this is not included in your subscription, unfortunately.)

In the Sales Analytics section, you should see Quota attainment and Weighted pipeline forecast in the left sidebar. When clicking on any of these, you should always have three tabs: Totals, Over time, Comparison. I believe the Comparison tab is what you're looking for: These are visualizing what you're seeing under Sales > Forecast, rolled up into the company (or a team) and showing the total revenue goal.

These visualizations can be saved to a dashboard.

(Without access to this section, this can currently not be achieved.)

Hope this helps!

Re: Quota attainment reports

ASelevan — Wed, 24 Jan 2024 03:13:10 GMT

Hi @MStadig ,

How did you create this report? Was this a custom report?