Reports and Goals

[Latha]

Hi,

A client of mine wishes to track certain other properties like for example New members enrolled etc in comparison to the goal of their Sales team. The monthly goal is not consistent. It is X for Sales person A for June , Y for sales person B in June And for the next month the goals are different . Whats the best way to track this ?

[wcraig02]

Hi Latha,

If you are not able to achieve your desired tracking/reporting on HubSpot alone, our company specializes in niche reporting cases such as yours. I believe this is something we could absolutely help you with! If you'd like, schedule a time to speak with us at https://www.methoddata.com/ so we can get a better gist of how you'd like to track this information. Otherwise, best of luck to you!

Regards,

Will

[Latha]

Thanks Will. I will check with my client and get in touch with you if they are interested.

[sharonlicari]

Hey @Latha 

Thank you for the information provided. I'll tag a few experts that can share their knowledge with you.

Hey @mike-ward @AM8 @MAC-MCB  could you please share your thoughts with @Latha? 

Thanks

Sharon

[mike-ward · Accepted solution]

Hi @Latha ,

Which tier of HubSpot Sales do you have?

I think if it's anything other than the goals listed in the docs, then you'll have to do it outside of HubSpot. You could utilise the HubSpot API to pull out the data you need into a Google Sheet, and then report on it from there. Obviously, not ideal if all your other reporting is in the HubSpot dashboard, but that may be acceptable. Depending on your technical comfort, you may need a developer for that, but it's likely only a few hours work.

Anyone else have any ideas how to handle this within HubSpot?

Cheers,

Mike

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