HubSpot Ideas

ChrisJayne

Quotas that are Adjustable to Specific Timeframes

Currently, quotas are only set as monthly, but many companies have high-volume and low-volume Quarters, months, or time frames.  To more precisely manage revenue goals quotas that can be set to specific months/quarters would empower sales managers.

 

For example, we have revenue in January that is nearly double our May revenue, and we should be able to adjust the quota best fit this variance.

7 Replies
Anonymous
Not applicable

Our sales cycle follows a bell curve, it would be extremely beneficial for us to control the goal by specific month and not just monthly.

msilberman
Member

This would be a really helpful feature and reflects the way teams really work.

alexander7
Member

We also have different target in every month for every person.

sjudson
HubSpot Product Team

Hi @ChrisJayne -  HubSpot now supports quotas that vary by month. Please see this post for more details: https://community.hubspot.com/t5/HubSpot-Ideas/Unique-Quota-for-Sales-Staff/idc-p/206016/highlight/t...

annieseattle
Contributor

Hi there,

 

It would be great to be able to set up different monthly goals by sales rep.   Our reps' goals differ by month, so... a couple will have a set revenue goal that they have to reach in month 1, then a different revenue goal for month 2, month 3, etc.  Our business and our customers' businesses (financial technology) are run on a quarterly cycle, and typcially very little comes in in month 1 or 2 of each quarter and the majority will come in the last few days of the 3rd month in every quarter.   We either can choose the same amount per quarter, which makes it look like everyone is way behind their goals in months 1 and 2 or way ahead in month 3 each quarter, or we can reset the goals every month for every rep, but that would make for "interesting" historical reporting issues.  Please advise.

MAFoulkes
Member

Have you checked out some of the integrations on the HubSpot connect store here? - https://www.hubspot.com/integrations

 

I think there are a couple of low cost add-ons that will let you set monthly sales team quotas:

 

https://www.hubspot.com/integrations/quarterone this definately allows targets to be tracked at a sales person level along with a few other useful features

https://www.hubspot.com/integrations/rekener haven;t tried it, but sounds like it would solve. 

dhebert
Participant

Our sales reps have quarterly quotas and our sales cycle is quarter-oriented as well. HubSpot should definitely have the option to select and set quarterly quotas.