Adding Goal Target Line to a Custom Report

[traviskl]

We have a custom report that shows revenue by month based on a custom field called "Revenue Recognition Date". 

I want to be able to add a goal line for each month to this report. Is there a way to do this? Or, is there a different report that would work?

I've explored Goals, but that isn't connected to the line items, just the total amount of a Deal.

[traviskl]

Thanks for the response. I do want them on one report - I could try a calculated property field. I'll play around with that.

[danmoyle · Accepted solution]

Hey @traviskl. Do you want the goal line to just be a text field showing the goal? Or would this be a dynamic field that updates when the goal changes? Or maybe it shows the goal, and then the delta between your current data and the goal you've set? 

I dont know of a way to add text to a report like in the first question. But for the other two scenarios, could you have "goal" as its own property, and maybe create a calculated property to show that delta? It might be a case of having a second report and putting them on a dashboard next to each other. I've found sometimes breaking things up rather than trying to fit them all in one report is helpful. 

[BérangèreL]

Hi @traviskl, I hope that you are well!

Great question, thank you for asking the Community!

For information, I'd like to share this article "A Short Guide to Using Goals in Custom Reports".

Also, I'd like to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @ConnorSlivensky and @TomM2 do you have suggestions to help @traviskl, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a great day!

Best,
Bérangère