Tracking Task Goals

[TLang]

Hi there, I am trying to use Goals more effectivley.  As an example if our sales team completes all their tasks for a day.  Goals seems to be a bit limited.  Are there any third party apps that integrate to make goal tracking more robust?

[KLavelle4]

Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2025 Goal for Customer ABC is for our sales team to  convert them from Product X to Product Y. I want to track all any Activities associated with that goal and associate them with that Company and with that Goal (eg: Met with the President on Product X....."

[AOboh]

Task goals can be tracked using a google sheet were all asigned tasks are ticked and progress recorded on a daily basis

[Lucila-Andimol · Accepted solution]

Hey @TLang hope you are doing well.

I don't know what HubSpot Licence you are working with

but I can tell you that with the Sales PRO and Enterpsie

you have a lot of goals you can create....

here are some examples (and you can even create your own ones):

Another idea is to use the Prospecting tool dashboard to see when they are all caught up with your daily tasks

Have you tried this one?

hope this ideas help

[vikassharma]

Hi @TLang 

if you have to use your goals more effictevily you can use a project management tool monday.com . it useful for goal orientation and effictive project management.

thanks regards

vikas sharma

Hubspot implementer and onboarding expert

[CMcGeer]

Hi TLang, I have the same question. 

@hubspot would love to hear your answer to this query.

[AHarris14]

My goal is to increase organic traffic to my site from qualified visitors in the next 60 days. I consider qualified visitors the ones that could take action booking or at least contact me to inquire about it.

[karstenkoehler]

Hi @TLang,

Have you considered creating an activity report for your task question? You could visualise activities with the activity type task by due date, task status and assignee - answering your question in one graph.

Best regards!