I changed a Enterprise Goal for 2024 Fiscal Year Goal Forecast pipeline from Enterprise to Opportunity and now when I look at the Enterprise team forecasts the month goal numbers are gone. How can I keep the goal revenue for each rep by month when changing pipelines.
Hi @JParker49
HubSpot’s goal forecasting tool has a limitation that prevents direct transfer of revenue goals between pipelines when switching the associated pipeline.
Best workaround is to recreate the goal with the opportunity pipeline by navigating to Reporting & Data > Goals, finding the original goal, and creating a new goal from scratch.
Set up the new goal with the same name, contributors (assign to the Enterprise team), duration (2024 Fiscal Year), and pipeline (select Opportunity).
Then, enter the monthly revenue targets for each rep in the Opportunity pipeline, effectively replicating the original goal structure but for the new pipeline.
Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards