Dashboards & Reporting

SteveMatlick
投稿者

Ability to add target line to charts

解決

Hi,

 

Is there a way to add a target line to charts in HubSpot?  For example, if the sales team has a sales target for the month or the team is expected to have a target number of demos each month (which we log as calls) is there a way to set this and have it display as a line across the chart?    Or is this something that would need to be done outside of HubSpot?

 

Thanks!

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ConnorSlivensky
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Ability to add target line to charts

解決

Visualization options vary across reports depending on what's being displayed. Some reports have a "Goal" option in the display options which is what you're looking for. 

 

There's also goals you can define in funnels/pipelines that are described more in depth here.

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1件の返信
ConnorSlivensky
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Ability to add target line to charts

解決

Visualization options vary across reports depending on what's being displayed. Some reports have a "Goal" option in the display options which is what you're looking for. 

 

There's also goals you can define in funnels/pipelines that are described more in depth here.