Thanks for the tag @MiaSrebrnjak ![]()
Hi @daveon! This may sound like a really simple question, and I apologize. Have you looked through the Creating Goals documentation in Knowledge Base? I try to start there, then look at Academy to see if there’s a lesson.
Here’s what I found for reporting on Goals:
Report on sales goals
You can create single-object deal reports that track revenue goals to measure your impact over time. HubSpot provides a set of standard reports in the report library, and Professional or Enterprise users can customize these reports or create a custom report.
When creating a revenue goal report, keep in mind the following:
- You can add sales goals to a report by adjusting the Display options in the report builder. The report must be a single-object deal report that includes a date property. The report must also use the Line or Area chart type.
- When using sales goals in custom single-object reports, it’s recommended to include a filter for a specific pipeline associated with the goal. Otherwise, all pipelines will be factored into the report.
- Revenue goal is calculated as follows: (goal revenue / total number of days in the selected date range) x number of days so far in the selected date range.
- For example, if the date range in your report is set to This month, the calculation would be: (goal revenue / total number of days in the month) x number of days in the month so far.
You can manually add goals to reports created with the advanced custom report builder. A monthly goal can be added in the custom report builder for the following chart types:
- Vertical bar, Line, and Area charts with a date property on the X-axis.
- Horizontal bar charts with a date property on the Y-axis.
If your report meets one the above criteria, you can add a monthly goal to the report by clicking Chart Settings in the Configure tab of the report builder.
Please note: it is not possible to report on team goals.
That last line is very interesting - are you trying to report on team goals?
Beyond that, I agree with @Edouardbrunetot that working one-on-one with someone may be helpful. This feels like an ask that’s bigger than just screenshots.
If you’re still needing help, let me know. I’ll see if I can walk you through it.

