Agree with the problem. This is very much needed to be able to use Hubspot for setting goals on each level within an organisation. The current solution is not enough for managing company goals.
It is quite common that companies/departments have one top level revenue goal (team goal) but the sum of the individual revenue goals (user goal) are higher than the team revenue goal. On individual dashboards, We would like to set up the report showing revenue compared to the user revenue goal.
But on the company dashboard, we would like to set up the report showing the total revenue compared to the team revenue goal.
When creating a report according to instructions, I cannot choose if I want to use user goals or team goals.
So how can I build a report, showing revenue towards a team goal in a smart way?
Revisting this after a year - I know HubSpot has done some work on the forecasting tool but I still see the notification “It is not possible to report on Team goals” in the Knowledge Base. Has anyone seen updates/progress on this idea?
With all due respect, given the immense demand for various features in a system as capable as HubSpot, it’s really odd that we cannot extract reports with team goals. The ‘Set Goals’ function shouldn’t have been developed at all if you can’t generate reports on progress. Unfortunately, you’ve missed something very basic here.
Pulling team goals into reports would be a huge improvement over the sum of user goals, exactly as noted in the idea it is not always reflective of the true team goal if there are team members still being hired.
It has been really frustrating that this has not been solved yet. It makes this tool useless. I wish HubSpot would put more thought into some of the tools before releasing them and ensure they include features that make the product worthwhile to use. I understand that they cannot build everything immediately but some things cannot be missed.
Completely agree with this request. It is not uncommon to have individual rep quota goals and a different overall company revenue goal. If you can create multiple goals (rep, team), why can’t you report on these different goals.
Voted for this, really surprising that we can’t report on team goals, only individual is pretty useless to be honest. It would also be good to be able to report on a company-level goal as well - we have multiple teams across different territories and I have no way of doing that in HubSpot with getting out a calculator or turning to a spreadsheet. I don’t think this is something unique to my business, it would be good for the goal reporting function to align much better with common management needs.
Would love the ability to include Team revenue goals in reporting instead of only being able to select from User revenue goals. I have many clients who don’t see revenue goals as a sales rep by sales rep metric, but rather as a team.
Absolutely - it seems crazy to be able to have team goals but then to not be able to report on them. I agree with all of the feedback that leadership is looking for top-level not individual
Agree with this - the team goals won’t change as much as individual users - and with staff turnover, this is too unpredictable to manage - when the overall regions and teams know what their top level target is.
