Dashboards & Reporting

Edyta7510
Guide

editing goals in Forecast module

Hi All, 

 

The following sales goals are available today from the dropdown list; 

 

Calls made, deals created, meetings booked, revenue

 

Our sales team is, however, measured on the margin. I do have a custom property that I created at the deal level that calculates that value. How can I use this property to track this type of goal? 

 

Thanks, 

Edyta

2 Replies 2
Edyta7510
Guide

editing goals in Forecast module

Thanks @TiphaineCuisset  It is really a pitty this is not possible already. 

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

editing goals in Forecast module

Hi @Edyta7510 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you!

Best

Tiphaine


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