The new Beta version of Revenue Goal is great - it's exactly the kind of tracker our team has been looking for and have sought third party solutions for. One feature that would be really helpful to make this tool complete would be the ability to choose which field is used to calculate earned revenue. Right now, the default is "Amount in Company Currency". Unfortunately, this field gives an inflated revenue total by including shipping, taxes, etc. that don't really count towards a sales rep's quota.
Being able to choose which monetary field is used to total the progress to goal would be a huge improvement!
I would love to see this! Allowing the ability to set goals against different revenue fields would make a big difference. Ideally the ability to select any numerical field to compare to the goal.
Yes, being able to edit the revenue goal filters would really assist us.
We have certain types of deals we want to exclude from the revenue goal. To this point, we created our own "custom" goal, but it then dosn't connect to other parts of HubSpot where the revenue goal is utilised.
As an aside, we turned on the Beta Goal feature and we're loving the direction this is taking. Much more intuitative than the non-Beta version - well done.
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