Idea:
Currently, in Qlik, we can set targets that include Revenue, Gross Profit (GP), and Margin. In HubSpot, the Goals feature only supports Revenue targets. While HubSpot’s Goals and Forecast tools work together, the limitation is that we cannot track GP or Margin in forecasts or goal reporting.
It would be valuable if HubSpot Goals could allow the inclusion of Gross Profit and Margin metrics alongside Revenue. This would provide a more complete view of sales performance and profitability, especially for teams that need to manage both revenue and margin targets in their pipeline.
Benefit:
- Provides a comprehensive view of financial performance, not just revenue.
- Aligns forecasting and goal tracking with profitability metrics.
- Supports better decision-making for sales and executive teams.
Use Case:
- Sales teams can set and track targets based on both revenue and profitability.
- Leadership can forecast and measure performance against actual margin and GP, not just revenue.