Dashboards & Reporting

SRucker
Participant

How to set goals for Deal Created vs. Goal report?

SOLVE

I am creating a Deal Created vs. Goal report, but I can't figure out how to actually set the goal - mine is sitting at 0?

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1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to set goals for Deal Created vs. Goal report?

SOLVE

Hey @SRucker,

 

You can create a goal under Settings > Tracking & Analytics > Goals:  

Bryantworks_0-1659102241049.png



From here, you can create a "Deals created" goal:

 

Bryantworks_1-1659102265665.png

 

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

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2 Replies 2
daveon
Contributor

How to set goals for Deal Created vs. Goal report?

SOLVE

So I have goals set but they just don't appear in this report. 

I've got to be honest, the goals functionality just does not seem ready for prime time.

Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to set goals for Deal Created vs. Goal report?

SOLVE

Hey @SRucker,

 

You can create a goal under Settings > Tracking & Analytics > Goals:  

Bryantworks_0-1659102241049.png



From here, you can create a "Deals created" goal:

 

Bryantworks_1-1659102265665.png

 

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert