topic Re: Updating Sales Dashboard in Dashboards & Reporting

Updating Sales Dashboard

JMeakin — Thu, 01 Dec 2022 09:23:10 GMT

Hi,

I am looking to update our existing sales report via our Hubspot dashboard.

We have different monthly revenue targets and I was wondering if these can be entered indiviudally instead of an average goal target per month based on the yearly revenue target.

See below screenshot:

Any assistance would be greatly appreciated.

Thanks,

Re: Updating Sales Dashboard

PamCotton — Thu, 01 Dec 2022 23:14:17 GMT

Hello,@ @JMeakin thank you for sharing a screenshot!

I would like to add our top experts to share their thoughts on this matter @danmoyle @jolle @HubSpotMaster any recommendations for the @JMeakin matter?

Thank you,

Pam

Re: Updating Sales Dashboard

danmoyle — Fri, 02 Dec 2022 13:28:10 GMT

@JMeakin once you "save report," this version goes into your report library, and you can make another report with the different amount. So effectively, you can make multiple versions of this report with the different monthl revenue targets, yes. Hope that helps!

Re: Updating Sales Dashboard

JMeakin — Fri, 02 Dec 2022 13:34:19 GMT

Hi Dan,

Thank you for your reply.

Does this mean I have to create 12 separate reports with the different revenue targets per month?

I was looking for more of a global Dec 22 - Nov 23 Annual report based on revenue targets vs actual performance.

Thanks

Joe

Re: Updating Sales Dashboard

danmoyle — Fri, 02 Dec 2022 20:55:07 GMT

In that case I would explore the custom report builder and use a pivot table. That may get you a more comprehensive look at your revenue targets. I don't have an example (I'm less data guru and more creator) but a pivot table sounds like more of what you're looking for.