I am looking to update our existing sales report via our Hubspot dashboard.
We have different monthly revenue targets and I was wondering if these can be entered indiviudally instead of an average goal target per month based on the yearly revenue target.
In that case I would explore the custom report builder and use a pivot table. That may get you a more comprehensive look at your revenue targets. I don't have an example (I'm less data guru and more creator) but a pivot table sounds like more of what you're looking for.
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@JMeakin once you "save report," this version goes into your report library, and you can make another report with the different amount. So effectively, you can make multiple versions of this report with the different monthl revenue targets, yes. Hope that helps!
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In that case I would explore the custom report builder and use a pivot table. That may get you a more comprehensive look at your revenue targets. I don't have an example (I'm less data guru and more creator) but a pivot table sounds like more of what you're looking for.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!