My company is building team goals for three teams (partnerships, new business and customer success). However, I cannot do this in Hubspot. I either need to split this goal into the tree teams set-up, or I need to delete the teams set-up and put them all into one, which messes up the forecast teams.
It’s crazy you cannot set a goal for combined teams.
Currently, we only have the ability to track a user goal tied to 1 team goal which limits the power of sales management to effectively lead. For example, we have 3 offices, 3 sales divisions, and 15 sales team members. Currently we can only track the 15 individual sales team members and their main sales division team. If we want to create another team for the entire company or the individual office, it won’t track the results because that team member would be an “extra team member” which isn’t tracked. Having this insight will allow us to more effectively manage and lead our different sales teams, offices, and sales divisions to success. Also, unfortunately goals can’t be exported via Excel spreadsheet or anything else; this would be helpful when sharing
Hi @DSaportas
I don’t know if I have fully understood the need but, in case it helps, I would tell you what values to create objectives based on “deal property” filters and, thus, you can create, for the same salesperson, different objectives, one for each pipeline, for each business division (if this is a deal property), etc.
GOOD
Hi everyone! I’m an Associate Program Manager on the CXM team here at HubSpot. I’m happy to share that you can now include extra team members in a goal! You can read more about how to include extra team members in a goal in this KB article if interested in learning more. 