Report showing current state vs target

Marketing & Content Reporting & Analytics
, ,
1

Hi,

I’m looking to build a Marketing report where we can see what our current state is measured against a set business target. Eg. We defined we should have X-amounts of leads in our database by the end of the year. So where are we today? And next week?
I’ve found this post on the topic: A Short Guide to Using Goals in Custom Reports. But if I follow the steps, I can only pick Sales target/Revenue - which obviously isn’t they right metric here.
Anyone has experience with this?

2

Hi @StéphanieP,

Options here are a bit limited but in the “old” single object report builder, for certain visulizations (line and area charts) you can add report goals:

518×316 43.1 KB

In the new custom report builder, you can set a goals for bar charts as well, via Chart Settings:

karstenkoehler_1-1645091473587.png
karstenkoehler_1-1645091473587.png320×506 21.3 KB

You should then see this:

karstenkoehler_2-1645091502043.png
karstenkoehler_2-1645091502043.png320×665 19.9 KB

Hope this helps!

3

Thanks. I’ll experiment with that. Didn’t know the ‘target’ set up was
limited to those two visualisations.

4

Any ideas why we might not have the monthly goal option in our HubSpot? I’m using a vertical bar chart with one single count displayed on a single custom object.

Screen Shot 2022-11-23 at 9.16.01 AM.jpg
Screen Shot 2022-11-23 at 9.16.01 AM.jpg632×1378 78.2 KB

Screen Shot 2022-11-23 at 9.17.38 AM.jpg
Screen Shot 2022-11-23 at 9.17.38 AM.jpg644×1430 126 KB

5

Hi @kaious hope you are doing well!

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. Please make sure you are following these steps to see the Montly goal option:

  • 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.

Here are the steps to Create Sales goals and report on them.

Hope this helps,

Diana

6

Ah, well there’s the problem – I’m not trying to create a DEAL report. I find it incredible that HubSpot thinks people don’t want to track progress against targets for anything other than deals?! There’s even a KPI report type in the new builder – by definition a KPI has a target, yet the KPI report shows only a value?? Again, more wacky holes in a product that we pay a lot of money for - super frustrating as always.

7

Hi @kaious I’m sorry for the confusion, it is not necessary to select the deal unless you are creating this type of report. Since is not the case, please disregard my last message and watch this short video where you will be able to see an example without choosing a deal.

Let me know if this clarifies the information.

Best,

Diana

8

Thanks Dianna, unfortunately that link doesn’t seem to be working for me – I just get a vidyard 404 error page

9

Hi @kaious, thank you for letting me know.

Here is the video.

Best,

Diana

10

Thanks Diana, that one worked – you’re right, I was missing the date field on the other axis. It’s working as exepcted now.

11

Fantastic @kaious thanks for letting me know :slightly_smiling_face:

Hope you have a great week!

Best,

Diana

12

Hi I am also getting vid 404 on both links and this might be what I am loking for. could you please send again. Thanks