Hello community, hoping someone has a smart answer for me!
Trying to create v simple number of leads vs target tracker. All leads (measure by became a lead date) in any given month vs a target. e.g this year we want 10,000 leads, where are we at vs target.
Goals functionality makes me select an ad account, but I just want totals in hubspot not from a particular campaign
Hi @GTaylor3,
When you create a single object report (Menu > Reports > Reports > Create report > Single object > Contacts) and choose either a line or area chart visualization…
… the dropdown in the top right corner will give you the option to set a monthly goal:
If you want a yearly goal, simply x12 it.
Best regards
Hey @GTaylor3 ,
Let’s assume that you want to know the number of MQLs (or Leads, doesn’t matter) and compare it to the goal.
If you have a Marketing Hub Professional, then:
1. you can go to Reports and Create a Single Object Report.
2. In that report choose the filters either
or
2. and then go to Visualization and choose an Area Chart where you can set up a monthly Goal for leads / MQL etc and also a comparison with the previous period of time.
Let me know if that helps or if you have any questions.
Thanks,
Anton
