Setting a target value for an account

CRM & Sales Tips, Tricks & Best Practices
1

Hi there, we use hubspot to manage a variety of different customers. Some of our customers just buy one thing (that’s easy enough), however for other customers our goal is to sell them a variety of products/services over the course of the year.

We are able to create individual deals to reflect the individual value of existing conversations, however I can’t find any way to set an annual revenue target for an account and to then track progress against that.

Example; for ACME co we currently have one deal in the pipeline worth $20k. Our target for ACME co is to conclude deals with a combined value of $100k over the course of the year.

I can generate a report that tells me what the value of all current deals is, however I can’t generate a report that tells me what the total target value of all of our accounts is.

Any help gratefully received!

2

@JohnReesWhite If I’m reading your situation correctly, I don’t know of a way to set goals for specific Companies (accounts) in HubSpot. You can create overall goals, but those aren’t tied to ACME Co. in your example. However, HubSpot does have ABM tools available now, which may help woth some of what you’re asking.

3

Thanks @danmoyle appreciate the response - this seems like a bit of an omission (at least from where I’m looking), upselling into accounts is a pretty typical thing?
Maybe someone else has an answer or a workaround too - fingers crossed!