I have read all of the help articles and posts but for the life of me I still can’t figure out how to create the report I’m looking for. It would be easy if the existing reports allowed me to edit the data and add but Hubspot is not letting me do this. I have reports that show closed deal amounts for each sales person and then show their yearly sales Quota Goal that was set in the Goals section of Hubspot. I can also create a report that shows a stacked bar for revenue separating it out by Stage for each Sales Person, but I cannot add the revenue goal to it. I want my leadership to be able to see both how the sales people are performing to goal with closed deal amounts as well as what’s in the pipeline still open so they can easily gauge if the goal has any chance to be attained. I’ve attached the goal report I can get, and then the revenue view that I would like to add the Goal marker to. Let me know if there’s any way to do this.
Hi! @JLethin When you create a custom report and have a time based property in the axis, you can add a trendline directly onto the graph - is this what you are looking for?
No sorry, I used the Goals function in Hubspot to set Yearly Closed Won Revenue Goals for the sales team. Those are the static lines that show up in my second graph labeled Renewals Quota. There are pre-made reports in Hubspot that show the closed won to goal graph, I just also want to be able to add the open opportunities data to that graph so that we have a picture of the salespersons funnel and if they are on track for their Goal.
HubSpot’s reporting can’t currently combine quota goals with open pipeline in a single chart, which is why you’re running into that limitation. The Goals tool shows closed revenue vs. target, and pipeline reports show deal stages—but there’s no native way to merge the two.
With Coefficient, you can sync HubSpot data into Google Sheets or Excel and build a live dashboard showing closed revenue, open pipeline, and quota side by side. It’s fully customizable and updates automatically—perfect for giving leadership a complete performance view without the manual work.