Report Filter "Goal"

La___Carla — Wed, 06 Mar 2024 17:36:41 GMT

Hey community!

I am trying to create a report that shows my goal and the actual deals closed in € to check my progress. I'd like to do this for all of my team members, so we can see how each of us is doing. However, I cannot filter for my goal. No matter what I type in, it always says "No results found". Has anybody got an idea, why?

Re: Report Filter "Goal"

trevordjones — Thu, 07 Mar 2024 10:43:30 GMT

HI @La___Carla ,

Report filters currently pull from properties of the associated records (in this case, a deal) and unfortunately your goal is not a property on a deal record. As of right now there is no way to filter Deal reports based upon goals.

However, there is a way to check your progress against your goal. If you click on Reports > Sales > Forecasts and Pipelines > Quota Attainment you can see a report that will show each rep's sales as a bar graph, with their quota as a line on the bar graph. You can filter this bar graph by salesperson, using "Me" as the filter so it always filters to the current user, then save it to use on a dashboard. You can then email this dashboard out to yourself and your teammates on whatever frequency you like.

topic Report Filter "Goal" in Sales Hub Tools

Report Filter "Goal"

Re: Report Filter "Goal"