Hi - I’m trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amounts.
Can this be achieved with custom goals even though the BDR doesn’t own the deal? We have a custom property that “tracks” the BDR who sourced the deal.
Hey @JMarino2, thank you for posting in our Community!
Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal amounts rather than a points system, even if the BDR doesn’t directly own the deal. Since you have a custom property that records the BDR who sourced the deal, you can use this to filter or report on deals that meet the criteria for your BDRs’ booking goals. HubSpot’s custom goals feature should allow you to track metrics tied to this property, giving you visibility into how BDRs are performing relative to the new deal-based targets.
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Thank you
Pam