This is driving me mad as I did this in my previous company but now I can no longer find out how I did it!
I have created a revenue goal and can see the target line and our progress against it. Simple.
I now want that same target line but instead of the closed won amount, I want the weighted revenie amount so I can see how our forecast tracks against our taget looking ahead for the year.
See below where chart 1 is the standard revenue goal, chart 2 was my customised version where I swapped out the closed won amount for the weighted amount -
Totally get the frustration here — especially when you know you’ve done it before .
I’d like to loop in a few Community members who are very familiar with revenue goals, forecasting, and custom reports. @FrancoisSmit777@warrendavey@Ian_Matt — hope you’re all having a great week! Do you recall how to recreate a goal target line but swap the metric from Closed Won to Weighted Revenue for forecasting? Is this driven by a specific report type, data source, or goal configuration that’s easy to miss?
Any pointers to jog the memory would be hugely appreciated here.
Best, Victor
Buyer Intent workflows trigger on intent events, not individual page views, and they’re not retroactive. Because of that, this setup works best as a directional signal (“this account showed intent”) rather than precise visit tracking.
For the 30-day use case, I wouldn’t rely on a static list alone. A common approach is to stamp a company property when the Buyer Intent view triggers (for example, “Demo page intent – last seen date = today” or “Demo page intent in last 30 days = yes”), and then use a second workflow that clears that flag after 30 days. That keeps the signal fresh and reportable for Sales without manual cleanup.
This way, Sales can easily see which TAM or key accounts have shown recent demo intent, even though raw visit counts aren’t exposed yet.
Thank you @Victor_Becerra . Indeed, I was wondering how to make the property reportable because the way I set it up makes it show the number of visits over all time.
However, I think your solution may not work for companies with multiple visits. For example, a visit will be flagged on Jan 1, and if the company comes again on Jan 25, the property will be cleared anyway on Jan 31, right?
Jumping back in to help, I’ve been checking the knowledge base and found this:
You can’t change the native Revenue goal report so that it uses weighted revenue instead of closed‑won – that limitation is real. The way to get the view you had before is to rebuild it as a single‑object Deals report using Weighted amount and then overlay your existing revenue goal as the target line.
High‑level steps:
Go to Reporting > Reports > Create > Report > Single‑object > Deals.
In Visualization:
Chart type: Line (required for a goal line).
X‑axis: Close date, with the same frequency as your goal (e.g. monthly).
Y‑axis: Weighted amount (HubSpot’s Amount × Deal probability field).
In Filters, line this up with the goal’s configuration (same pipeline, date range, owner/team, etc.) so the goal line isn’t misleading.
Because this is a single‑object deal report with one numeric measure and a date axis, you’ll see a Goal dropdown. Choose your existing Revenue / Forecasted revenue goal there to add the target line.
That effectively recreates your “Chart 2”: the revenue goal line, with weighted revenue (forecast) tracking against it instead of just historical closed‑won.
I don’t think there’s a way to track this directly with Buyer Intent today. It works off intent signals rather than individual page visits, so it’s better for identifying interested accounts than measuring exact activity.
What I’ve seen work well is updating a company property whenever that intent is detected, then using that property for lists, reports, or automation. It gives Sales a much cleaner view of which accounts have shown recent interest.
If those accounts are then being routed to Sales, this setup also works well alongside HubSpot’s own assignment workflows or routing platforms like LeadAngel if you have more advanced territory or ownership rules.
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