Updating Sales Dashboard

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

I am looking to update our existing sales report via our Hubspot dashboard.

We have different monthly revenue targets and I was wondering if these can be entered indiviudally instead of an average goal target per month based on the yearly revenue target.

See below screenshot:

image (10).png
image (10).png1915×671 74.4 KB

Any assistance would be greatly appreciated.

Thanks,

2

Hello,@ @JMeakin thank you for sharing a screenshot!

I would like to add our top experts to share their thoughts on this matter @danmoyle @jolle @HubSpotMaster any recommendations for the @JMeakin matter?

Thank you,

Pam

3

@JMeakin once you “save report,” this version goes into your report library, and you can make another report with the different amount. So effectively, you can make multiple versions of this report with the different monthl revenue targets, yes. Hope that helps!

4

Hi Dan,

Thank you for your reply.

Does this mean I have to create 12 separate reports with the different revenue targets per month?

I was looking for more of a global Dec 22 - Nov 23 Annual report based on revenue targets vs actual performance.

Thanks

Joe

5

In that case I would explore the custom report builder and use a pivot table. That may get you a more comprehensive look at your revenue targets. I don’t have an example (I’m less data guru and more creator) but a pivot table sounds like more of what you’re looking for.