KPI Metrics

JDoherty2 — Wed, 19 Jul 2023 13:39:46 GMT

Hi all,

New to Hubspot since joining a new business. I'm trying to create a dashboard element that tracks my KPI.

I want it to be as simple as a circular measure with the full circle being my target, and it showing the value/percentage towards that target that I'm up to.

I can't find a way using KPI chart (or donut, or pie) where I can set the target KPI. For example target of $2m, performance of $1m, so half the chart is a different colour and displays the value of $1m and the percentage of 50%.

Salesforce had what I can only describe as a rev-chart where you could set the target, and even mark green/orange/red sections (and their values) to see where you are up to.

Any help welcome!

Re: KPI Metrics

TomM2 — Wed, 19 Jul 2023 14:46:52 GMT

Hey @JDoherty2 I believe Sales goals would be what you're looking for, you can set targets against revenue set in deals within HubSpot. You can then create a report and add it to your dashboard to show a visual (pie or donut if you like) to display the current performance vs the goals set for your user! There's a great article on it all within the knowledgebase here:

https://knowledge.hubspot.com/reports/create-goals

topic Re: KPI Metrics in Dashboards & Reporting

KPI Metrics

Re: KPI Metrics