Hi there,
We are looking to create a bar chart that shows target revenue vs actual reveue for past months (so two vertical bars per month), and then target vs forecasted revenue for future months.
This is not possible to do in HubSpot because you can only visualise revenue goal data in area or line charts.
So far I have tried Geckoboard, Datapine and Zoho and none seem to be able to visualise the data in this way either.
I am wondering if anyone else creates this specific (or similar) visualisation and uses an app for it? If so, which app do you use?
We use Sales & Marketing Hub Professional.
TIA
Hey @C-Craven thank you for posting in our Community!
It seems like you’re facing a challenge in visualizing your revenue data in the desired format. Please, check if you can customize existing chart types to fit your needs. This might require some technical know-how or assistance.
I want to invite our top experts to this conversation, @Josh, @Lucila-Andimol, and @TomM2 do you have any recommendations for the @C-Craven matter?
Thank you,
Pam
Hey @C-Craven
we actually use this type of report (but it might be for Enterprise licence)
This way you can setup a revenue goal , have a trend line and the comparison on how we are doing
This are HubSpot standard revenue reports
see if you can find them in the library.
If you want other type of graphics (let say bar) you 'd have to build this with the Custom reports builder
but the info is available.
Hope this helps
