Dashboards & Reporting

ESeward
Member

Creating Report on Different Sets on Varying Monthly Goals

Hello,

      I am trying to setup reporting on goals versus actual revenue. We have 3 diferent versions of goals, so I have set them up in HubSpot.  I cannot seem to add these 2 reports in the screenshot below to any report.  They were created as Team goals becuase they are overall company goals.  I then have a 3rd set of goals that were created on users.  The goals that were created on indivual users seems to be the only goals I can add to a report?  I cannot do the manually add a monthly goals, because the goals are all different each month.  Any help on this?

 

Thanks,

Eric

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creating Report on Different Sets on Varying Monthly Goals

Hi @ESeward,

 

Your post doesn't include any screenshots, could you try to add them?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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