I would defenitly appreciate that feature.
This would be extremely helpful. We set goals as a company depending on the office.
It would also be helpful to have options of what to set goals for. For example, we set goals regarding how much to sell to specific clients. So we want to sell $10k for client A, $50k for client B, $20k for client C. With the goals set, we could then view all the information on the Dashboard. It would be great to be able to do this in Hubspot!
Adding my +1 to the request.
Specific example: As a company, we have a set ARR goal per year, then individual reps have ARR goals per month that in total combine to more than the company goal to account for possible under/overperformance of individual reps.
The current implementation of goals doesn’t allow for this, as setting up the individual goals also increases the overall quota goal which would always be unattainable (or at least very unlikely).
We would use this feature as well. Please consider adding asap.
Our organization also works with goals on customer level instead of sales rep level. We translated our total revenue goal into Hubspot sales rep goals per pipeline per month in order to be able to report and forecast on totals per pipeline. However in order to report and forecast on a customer level we use a custom company property under the Target accounts section called “Year target” and build custom reporting to report on progress. It would be nice though if goals per target account (or company) would be added as a Year target column to Target Accounts, Forecasting and Sales Analytics.
An absolut must in a modern workplace!
We work towards OKRs and channel all activities towards these OKRs.
One COmpany or Team OKR can be Increased MRR, another can be X number of new clients. Tto reach these each team member will have tasks/activities.
Having goals set for each teammember as Hubspot currently has means we can’t use goals at all .
Yes to this! Quite a fundamental part of the sales tracking to have goals at a company level, so quite surprised it isn’t available.
Yes! Please make this a thing. We measure for the company as a whole and within our program performance. Would be great to be able to enter goals without having to assign a team member or a team in general.
It’s very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set Annual Forecasts at the Company Level, and have a calculated property that shows Gap to Forecast (similar to the Forecast UI).
The other key to make this very useful is having a company property that tracks the Total Annual Revenue based on the Fiscal Year Settings you have. To do this, you have to jump through some crazy hoops and create a number of trigger properties just to make this happen. Currently, the Total Revenue property doesn’t reset annually, so having a “Total Annual Revenue” property based on the amount of closed won deals based on your fiscal year settings would be an excellent and very welcome addition.
Being able to set a goal on a specific company would make the life much easier for us as well. Our sell reps are handling multiple clients and we cannot track on each individuel client only the total sum of the goal.
7 years and still nothing implemented is crazy, how can you guys tell us to submit things here if they’re not implemented after 7 years
Hi everyone!
This idea’s status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
Hi everyone,
I’m Ryan, the PM for HubSpot’s sales goal tool.
I’m pleased to share an update on this idea. While we haven’t yet delivered company-wide aggregate goals as a single quota, we have shipped the ability to set goals at the team level, which partially addresses what many of you have been asking for. Sales Hub Professional and above customers can now create goals assigned to a team as a whole — not just individual users — giving managers a clearer picture of collective performance and attainment.
You can learn more about how to set up team-level sales goals in this Knowledge Base article: Create sales goals.
We recognize this doesn’t fully deliver on the original request to set a single top-level company quota, and we’re continuing to monitor demand for that capability. Your comments and votes on this thread have been invaluable in shaping our prioritization. Thank you all for taking the time to submit, vote, and comment on this Idea.
Sincerely,
Ryan