Custom Goals Report

Smart CRM & Sales Hub Dashboards & Reporting
1

Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see “% closed versus goal” on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamental sales report and it seems wild that you can’t create this for a dashboard report

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2

Hello @Bridget2 , thank you for posting in our Community! That’s a great question!

I would like to invite our top experts to this conversation @GrantCarlile @himanshurauthan @StefaniUAT any recommedations to @Bridget2 custom report?

Thank you,

Pam

3

Hello @Bridget2 and @PamCotton,

Unfortunately at present, you can not build custom reports and dashboards for deal and forecasting. You have to check that under Sales :right_arrow: Forecast.

Regards,

4

Same ask on this end… I would like to create a dashbord/custom report with various custom goals (revenue, # of deals closed, etc.)

5

I am interested in this as well. I am trying to create a custom goals report that takes line items into consideration

6

Hi @KWhelan.

Thank you for reaching out and for your feedback.

I would recommend creating the idea here and commenting on your use case, so you’re automatically subscribed to the idea. You’ll receive notifications when our product team makes a status update to the idea.

Thank you,
Diana

7

I’d like to look into this as well. At least can we add goals to custom reports? Currently we need to track weighted ARR and Hubspot’s default “amount” for us was previously TCV so the forecast reports aren’t usable at present.