Quarterly goals in reports/dashboards

It's possible to set a monthly goal and use that to display a goal line in reports. But we only set quarterly goals and for our quarterly reports, we want to show those instead. It doens't always makes sense to divide by 3.

HubSpot updates
6 Replies
Aleksander
New Member

We would love this as well!

tonje
New Member

Want this!!

lakshay_leenaai
New Member

NEED THIS!

nschram1
New Contributor

Yes, please! I can't believe there is only the option of monthly goals!

Peloton21
New Contributor

Yes, need to be able to set quarterly goals.    If Hubspot is serious going after Enterprise sales teams with strategic sales cycles (3-6 months or longer), then this is a MUST!

DuaneDufault
Occasional Contributor

agree with everyone this. 

 

Being able to give a sales team the visibility to see where they stand in terms of their goal set. 
- both in revenue production and activity. 

 

Example: revenue goal is $5,000 MRR. Rep is currenlty at $3,500 MRR. Their goal attainment is at 70%
- same or activity. If the rep needs to be at a daily call count of 70 calls, but he/she is only at 50, they need to be able to see on their dashboard that they are only hitting a 72% daily call goal. 

- It would allow management to coach the team based on these numbers, rather than having to pull the numbers from Hubspot and do the planning on a separate spreadsheet. 

 

The current way to "track" goals in hubspot is poor. Aside from setting the goal for the team / Individual, there is nothing to do with it from there.