Hi there, I am trying to use Goals more effectivley. As an example if our sales team completes all their tasks for a day. Goals seems to be a bit limited. Are there any third party apps that integrate to make goal tracking more robust?
Hi @TLang,
Have you considered creating an activity report for your task question? You could visualise activities with the activity type task by due date, task status and assignee - answering your question in one graph.
Best regards!
My goal is to increase organic traffic to my site from qualified visitors in the next 60 days. I consider qualified visitors the ones that could take action booking or at least contact me to inquire about it.
Hi TLang, I have the same question.
@hubspot would love to hear your answer to this query.
Hi @TLang
if you have to use your goals more effictevily you can use a project management tool monday.com . it useful for goal orientation and effictive project management.
thanks regards
vikas sharma
Hubspot implementer and onboarding expert
Hey @TLang hope you are doing well.
I don’t know what HubSpot Licence you are working with
but I can tell you that with the Sales PRO and Enterpsie
you have a lot of goals you can create…
here are some examples (and you can even create your own ones)
:
Another idea is to use the Prospecting tool dashboard to see when they are all caught up with your daily tasks
Have you tried this one?
hope this ideas help
Task goals can be tracked using a google sheet were all asigned tasks are ticked and progress recorded on a daily basis
Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2025 Goal for Customer ABC is for our sales team to convert them from Product X to Product Y. I want to track all any Activities associated with that goal and associate them with that Company and with that Goal (eg: Met with the President on Product X…"