Dashboards & Reporting

Bridget2
Member

Custom Goals Report

Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamental sales report and it seems wild that you can't create this for a dashboard reportScreen Shot 2022-08-10 at 11.29.32 AM.png

2 Replies 2
himanshurauthan
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Custom Goals Report

Hello @Bridget2 and @PamCotton,

 

Unfortunately at present, you can not build custom reports and dashboards for deal and forecasting. You have to check that under Sales ➡️ Forecast.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
PamCotton
Community Manager
Community Manager

Custom Goals Report

Hello @Bridget2 , thank you for posting in our Community! That's a great question!

I would like to invite our top experts to this conversation @GrantCarlile @himanshurauthan @StefaniUAT any recommedations to @Bridget2 custom report?

 

Thank you,

Pam

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