I am currently trying to create a report that shows my currentsuccess in comparison to a predefined goal.
My current success is easily created in a report. At the moment, it is “30” when I am visualizing it as a number chart.
However, I know that the goal for the whole year is 300. How can I show very simply either something like “30 of 300” or “10%” or something like this in a minimalistic report on contact level.
The goal of 300 is currently not saved in any property.
Btw, this is all based on contact-level reporting and currently stored in a single-object report
Hi @maulpaurer, I hope that you are well!
Thank you for asking the HubSpot Community!
I’d love to put you in touch with some of our Top Experts: Hi @beeginman, @johnelmer and @ArtyCele do you have suggestions to help @maulpaurer, please?
Have a beautiful day and thanks so much!
Best,
Bérangère
One approach is to use HubSpot’s custom report builder to add a calculated field. Since your goal (300) isn’t stored in a property, you can “hard-code” it into your formula. For example, if your current success value is captured in a field (say, “Current Success”), you can create a calculated field with a formula like:
([Current Success] / 300) * 100
This will yield a percentage (in your case, 10% when Current Success is 30). You can then display that percentage in a number chart.
If you’d prefer a display like “30 of 300,” HubSpot’s reporting doesn’t natively support concatenating static text with a dynamic value in the same chart. In that case, you could consider one of these workarounds:
• Save the goal value (300) in a custom property so you can reference it directly in your report, or
• Use the calculated percentage as your minimalistic display.
This method lets you compare your current success to your predefined annual goal directly within your contact-level, single-object report.
I will add that we are working on this feature at Lava Metrics, if checking our new tech is your kinda thing.