Ability to Set different sales goals by specific month/year or total by quarter

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.

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1 Reply
New Contributor

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.