Set goals month by month on Professional

matt_method
Participant

Currently the ability to add goals is only available month by month on Enterprise (on professional it's a fixed month) giving us no flexibility on seasonality. It also means the Quota is set to the monthly times the period you're running the report for. We need the ability that Enterprise has where quotas can be set on a per month basis, and can therefore be reported on too.

1 Reply 1
MAFoulkes
Member

Hi Matt,

 

If you're happy to consider third party integrations, you can create monthly targets for clients and/or owners (amongst other things) by adding QuarterOne.com, which is listed on the connect store here

 

Its only £25 per month, which might be more cost effective than upgrading to an Enterprise HubSpot subscription.

 

Thanks

 

Michael

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