HubSpot Ideas

dchambers

Goals for All Pipelines instead of Adding the Individual Pipelines Together

Our salespeople are incentivized on both "Total Sales" and "New Sales." Therefore, it was helpful to break out "New Sales" in their own pipeline. I tried creating a goal for Total Sales in the other pipeline, but when I view All Pipelines, it combines the two goals together and the numbers are inaccurate. I could combine the two pipelines together, but then I lose the ability to use the forecasting tool for New Sales.

 

It would be helpful if I could create a goal that is for "All Pipelines" that exists outside of the individual pipelines. That way I can create individual pipeline goals where it makes sense but still be able to have an accurate total sales goal.