Sales goal isn't showing in report

[Lnderink]

Hi,

According to a knowledge of hubspot I made goals for 2023, like this: 

Also I made a report for sales vs target 2023, see underneath. In this report I selected the "include revenue goal" like the image said: 

But unfortunately my set up goal isn't showing. See picture: 

What am I missing? Please let me know! 

[JGaeng]

Having this same issue. I am trying to do exactly what @Lnderink is doing. @Olivia_Bagnall Do you have any thoughts after confrming @Lnderink 's response to your initial question?

[JRisberg]

@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂

[mfoote224]

@JRisberg I just had the same issue as well - the Revenue Goal only shows individual deal owner's goals - not team goals, unfortunately.

The workaround I found was to divide our team's goals by the number of reps we have and give them each the same goal amount that added up to our teams' goals for each month.

You can then filter your reporting to only include team-specific deal owners to show the revenue goal for that team.

Hope this helps!

[kvlschaefer]

Hi @mfoote224,

Thanks for sharing this workaround! 🙂

Best,
Kristen

[JRisberg]

I'm having the same issue! Did you get to any solution?

[Olivia_Bagnall]

@Lnderink 

Hi there 🙂 My name is Olivia and I am happy to help! 

in the screenshot of your goals, the year is 2022. Can you confirm you have definitely created goals for each month of 2023 also? 

Furthermore, did you create a team goal or individual goals and do those teams are individuals definitely own deals? 

Thanks! 

[Lnderink]

Hi Olivia,

Thank you for your response! I've made goals for 2023, the picture was the
example for the knowledge page;).
See the picture. It is a 2023 goal for a team.
[image: image.png]