How do i create sales goals?

Smart CRM & Sales Hub Dashboards & Reporting
1

Good morning,

I am trying Hubspot for my company and everything it’s great but i want to know how do i create sales goals?

Thank you.

BR

2

Are you talking about goals or a quota? A quota is made up of each users quota. This can be done by going to the Deal Forecast and setting each users quota. Not sure if this is any help to you or not, but I also included a screenshot below.

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If this isn’t what you’re looking for I apologize.

Dave

3

Hi Imaura,

I suppose you’re trying to define a monthly sales quota? If that’s the case, here’s a quick article from Hubspot with screenshots on how to do it:

https://knowledge.hubspot.com/articles/kcs_article/dashboard/what-is-the-quota-bar-in-the-deal-forecast-and-how-do-i-set-the-quota

Hope this helps, let me know if I misunderstood the question.