Dashboards & Reporting

H-Hall
Member | Platinum Partner
Member | Platinum Partner

How to compare MTD Rev vs Goal in one report

Hi Everyone, 

 

We have a Sales dash that tracks swimline rev, against goal but we're looking to add a summary page at the top. 

 

Does anyone know how to use a KPI report to show the  MTD Revenue Closed Vs MTD Goal and the % variance up/down?

0 Upvotes
2 Replies 2
JSevern
Member

How to compare MTD Rev vs Goal in one report

Hi @H-Hall , have you checked out Kluster? It sounds like it'd solve this for you - https://app.hubspot.com/ecosystem/5165615/marketplace/apps/sales/crm/kluster-184306

kvlschaefer
Community Manager
Community Manager

How to compare MTD Rev vs Goal in one report

Hi @H-Hall,

 

Thanks for reaching out to the Community!


I would like to invite our subject matter experts to see if they have any advice.

Hi @Phil_Vallender@danmoyle@ChrisoKlepke - Do you have any reporting tips for @H-Hall?

Thank you!

 

Best,

Kristen


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