Is there a way to add goals to a dashboard? Our team leads have set deal and call goals for each of their team member (about 5 people on each team) and would like to see on their dashboard each individual’s call/deal count compared to their goal. They know they can see it in the goals page but were wondering if they could see it on the dashboard too. I haven’t worked with the dashboards/reports much yet so I am not sure.
Hey @KLallemont
yes you can have a calls report compared with the goal and filter for a specific user
would be like this
hope this helps
hey @Lucila-Andimol , i dont get how you manage to compare by the call goal? I cant find that option in any report?
That would be great! But I can’t find how to compare to goal. The “Comparison” box (under Display Options) allows Previous Year or Year Before. We are on the Sales Professional.
Need Sales Enterprise to compare goal.
Hi @KLallemont ,
With Dear Lucy’s reporting app, you can set goals for each team member for specific metrics like dialled or connected calls or deal counts. Dear Lucy indicates green/red lights depending on whether you’re on target on a daily basis. Reports can be seamlessly embedded inside your HubSpot dashboard:
Hope this is helpful!
Best,
Taina