Is there any option to base the Goals [setting and calculation] based on MRR [as a property of each deal] instead of on the Weighted Amount of the deal?
Our business solely runs on MRR and this is the parameter that I need to report on. Having the Goal fetching data from the deal weighted amount, provides distorted image.
Hello @IMinev thank you for posting in our Community!
You can create custom goals for users or teams based on hundreds of property and aggregation combinations. You can also track and filter these custom goals to measure goal progress based on your goal definitions.
Different subscription tiers have access to different goal measures:
Sales HubStarter and Service Hub Professional provide access to only the Revenue goal measure.
Sales Hub Enterprise provides access to the Calls logged, Deals created, Meetings booked, and Revenue goal measures.
Service Hub Enterprise provides access to the Average ticket resolution time, Average ticket response time, Revenue, and Ticketclosed goal measures.
There is an MRR Report in HubSpot, but unfortunately it's only available to Sales Enterprise or Service Enterprise.
There are other messy workarounds, duplicating deals, but they are messy and best avoided.
Let me know if you want to see a demo HubSpot Portal - we could fake some deals to see if it's worthwhile upgrading.
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.
There is an MRR Report in HubSpot, but unfortunately it's only available to Sales Enterprise or Service Enterprise.
There are other messy workarounds, duplicating deals, but they are messy and best avoided.
Let me know if you want to see a demo HubSpot Portal - we could fake some deals to see if it's worthwhile upgrading.
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.
Hello @IMinev thank you for posting in our Community!
You can create custom goals for users or teams based on hundreds of property and aggregation combinations. You can also track and filter these custom goals to measure goal progress based on your goal definitions.
Different subscription tiers have access to different goal measures:
Sales HubStarter and Service Hub Professional provide access to only the Revenue goal measure.
Sales Hub Enterprise provides access to the Calls logged, Deals created, Meetings booked, and Revenue goal measures.
Service Hub Enterprise provides access to the Average ticket resolution time, Average ticket response time, Revenue, and Ticketclosed goal measures.