HubSpot Ideas

amckeown

Automatically update team revenue goal when a user leaves the team

Hi all,

 

I'm posting this idea that was brought to me by a customer.

 

At present, a revenue goal can only be updated for a team manually. And there is no change to the goal when a user leaves the team - only the progress to goal is updated.

The use-case would be that my customer has many segments their sales team works, and would like a way to set the revenue goal automatically/have it update dynamically when a user leaves. They might leave the specific team due to promotion, leaving the company etc.

The expectation would be that the individual revenue goals for each user do not change when someone leaves the team, but the revenue goal for the team will reduce to account for the user that leaves.