Hi Everyone,
Since the beginning of the year my dashboard report Deals Closed vs. Goal shows a goal “line” lying flat on zero while the goal is a monthly one set to 85k. See the image. I have no idea why this is happening, last year we did the same and it worked just fine. I’m sure it has to do with some filter or range setting, but I can’t find any solution.
Not a major issue but I want to understand why?
Hey @DannyH, It looks like you have set the goal as a monthly goal.
It sounds like the goal is set for the year, not for the month. So if the year-to-date total is 0 or close to 0, the goal will appear to be flat at 0.
Check the configuration of the goal to make sure it is set for the month and not the year or try by setting the goal to a quarterly or annual goal instead. This should make the goal line appear on the graph.
If you are still having trouble, reach out to Hubspot Support and they should be able to help.
Hi @Syeda_Fatima ,
Thank you for your swift reply. I was also thinking about your suggestion. But as far as I can see, this is correct. Right?
Hey @DannyH, Yes, this is correct. The Set Goal metric will not show in HubSpot Deals Closed vs. Goal correctly as it is not a metric that is tracked in HubSpot.
However, you can use the Set Goal metric in other reports, such as the Pipeline Overview report, to measure your progress against the goal.
If the concept still exists, please do consult with the HubSpot backend team, they can only fix it.
I have contacted HubSpot for additional info. Thank you for your insights!
I have the same problem. Did you find a solution?
Unfortunately not. I have set the goals correctly, checked that they are shown in the report and checked that the date range is also correct. The revenue target line remains at 0 in the report. It is apparently not possible to make your target line visible as it was possible last year. I have not received any further answer that I needed.
I think after the HubSpot upgrades, there is not much else you can do. If you have checked that the goals are set correctly and the target line is still not visible, then it definitely means that HubSpot has not enabled this feature yet.
You may need to contact their customer service team, they can only confirm whether this is still continuing or has been discontinued.
I have this same problem. Could you explain how Set Goal metric is not a metric thats tracked by hubstpot when they have a report that’s specifically named Closed vs goal and the goal setting is a standard feature? It’s very confusing.
commenting for reach, went through the same process and had the same error. Functionality seems useless if you cannot add it to dashboards and reports.
Upvoting this. I’ve set the goal and made sure the time parameters match that of the report. Why would they have built this report for us if it doesn’t pull in the correct data?
I am having this same issue. What I eventually did was just manually type in a “manual reference line” rather than trying to pull it in from the goal. This will only work if your monthly goal is the same each month vs. changing based on seasons or sales cycles. Not a great workaround, but it worked for us.
