CRM

daveon
投稿者

Goals - can anybody get them to work reliably?

解決

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?

1件の承認済みベストアンサー
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Goals - can anybody get them to work reliably?

解決

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.

    danmoyle_0-1694466124313.png

     

  • 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. 

danmoyle_1-1694466124402.png

 

 

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. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

元の投稿で解決策を見る

3件の返信
RSudmantaite
メンバー

Goals - can anybody get them to work reliably?

解決

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

0 いいね!
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Goals - can anybody get them to work reliably?

解決

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.

    danmoyle_0-1694466124313.png

     

  • 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. 

danmoyle_1-1694466124402.png

 

 

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. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
MiaSrebrnjak
コミュニティーマネージャー
コミュニティーマネージャー

Goals - can anybody get them to work reliably?

解決

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   


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings