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?

[IPoludniak]

were you ever able to find an answer to this question? I can't seem to create a report that just shows progress against a Company-wide goal because deals created by "extras" don't count anywhere - it's VERY frustrating 

[BérangèreL]

Hi @IPoludniak,

I'm sorry to hear about your experience regarding this.

I would like to apologize for the frustration, data issues, and business impact this has caused.

Which data would you like to see exactly on the report, please?
Have you started created a report and some data is missing?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

For information, I'd like to share these resources:

- Report on goals
- Report on revenue
- Create sales goals
- The solution from @Shadab_Khan on this post "Report for Company Revenue vs Goal"
- The solution from @ARolkowski and @danmoyle on this post "How to input "Total revenue goal" field into my report"

Also, I'd love to ask our Top Experts: Hi @ScottPennwood, @johnelmer and @HubSpot_Corey do you have suggestions to help @IPoludniak, please?

Have a lovely weekend and thanks so much!

Best,
Bérangère

[RutaS]

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

[RutaS]

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