Goals - can anybody get them to work reliably?

[daveon]

I have been trying to get goals working but I feel like it just isn't working, I've tried support and I've had multiple runs at this but I can't see to reliably track metrics.

We run quarterly sales revenue goals across the team. I have, just about, got a pipeline coverage report working but infuriatingly there will be times I find blanks or it doesn't work.

But when I try and create a revenue against goal graph for the sales manager report it will not show the goal no matter how I do it.

I find myself unable to shake the feeling that the goals functionality is trying to do too much at once and isn't really working the way we as sales managers work?

[JHill343]

I find using goals within the goals tool pretty ok - its definitely NOT intutive and I have to help my team out every single time. But using goals in reports is horrible. I want to be able to set just a basic company wide revenue goal - not by team/user/pipeline. But I cant see how to do that. 

[Edouardbrunetot]

In this case, you should create a "Company" team that includes everyone in
the organization. This would allow you to set a company-wide revenue goal
without segmenting it by team, user, or pipeline ?

[CKol]

But then you could ONLY set those company wide team goals, correct? As people can only be main member in one team and extras dont count. for goals. So having a goal for one product which all sales are included but then team goals for example focused of different industries would not be possible?

[RSudmantaite]

We're about to lauch Lava Metrics, which makes goals reporting a breeze.
Check it out https://lavametrics.com

[RSudmantaite]

Hey! I find the same thing super frustrating so I've decided to just build an app to fix it. We are looking for alpha users so have a look incase this is interesting to you www.lavametrics.com

[danmoyle · Accepted solution]

Thanks for the tag @MiaSrebrnjak 😊

Hi @daveon! This may sound like a really simple question, and I apologize. Have you looked through the Creating Goals documentation in Knowledge Base? I try to start there, then look at Academy to see if there's a lesson. 

Here's what I found for reporting on Goals: 

Report on sales goals

You can create single-object deal reports that track revenue goals to measure your impact over time. HubSpot provides a set of standard reports in the report library, and Professional or Enterprise users can customize these reports or create a custom report.

When creating a revenue goal report, keep in mind the following:

• You can add sales goals to a report by adjusting the Display options in the report builder. The report must be a single-object deal report that includes a date property. The report must also use the Line or Area chart type.
  
  
• When using sales goals in custom single-object reports, it's recommended to include a filter for a specific pipeline associated with the goal. Otherwise, all pipelines will be factored into the report.
• Revenue goal is calculated as follows: (goal revenue / total number of days in the selected date range) x number of days so far in the selected date range.
  • For example, if the date range in your report is set to This month, the calculation would be: (goal revenue / total number of days in the month) x number of days in the month so far.

You can manually add goals to reports created with the advanced custom report builder. A monthly goal can be added in the custom report builder for the following chart types:

• Vertical bar, Line, and Area charts with a date property on the X-axis.
• Horizontal bar charts with a date property on the Y-axis.

If your report meets one the above criteria, you can add a monthly goal to the report by clicking Chart Settings in the Configure tab of the report builder. 

Please note: it is not possible to report on team goals.

That last line is very interesting - are you trying to report on team goals? 

Beyond that, I agree with @Edouardbrunetot that working one-on-one with someone may be helpful. This feels like an ask that's bigger than just screenshots. 

If you're still needing help, let me know. I'll see if I can walk you through it. 

[MiaSrebrnjak]

Hi @daveon,

I'm sorry to hear that the goals tool isn't working as expected for you. I apologize for the frustration and business impact this has caused. 

I wanted to ask a couple of other Community members and experts if they've been experiencing a similar behaviour:  

Hi @Edouardbrunetot, @Stillskill, @danmoyle, @BukunmiOdetayo, @Alex_Elborn, I believe you're also using the goals tool – has it been working consistently for you?

Thanks,
Mia, Community Team