HubSpot Ideas

MBarnes

Reporting on Goals: Calls Made, Meetings Held, Deals Created

Currently, there is not a way to report on Goals that are not revenue-based. We have goals set for each user for Calls Made, Meetings Held, and Deals Created but have no way to show how the users are tracking towards their goals on our reporting/dashboard. 

 

This would be an extremely useful metric to have in our reporting.

8 Replies
RBragg
HubSpot Employee

This would be beneficial to track goals! 

DarlaM
Participant

We were going to make a whole dashboard based on tracking call and meeting goals, so it was frustrating to realize this isn't possible. We would definitely appreciate this as a feature with reporting! 

GKumar11
Member | Platinum Partner

I think this really should be a dashboard. A number of clients actually would like to be the activities-based goals other than revenue based. I really hope this can be implemented faster.

TMarshall6
Member

This is an absolute YES from me - I can't track my sales agents activities without this

JDiazA
Member

En mi caso, también es un requerimiento muy prioritario para poder realizar el seguimiento a mi equipo de ventas de forma individual respecto a sus metas y cumplimiento. Creo que es un tipo de informe que no tiene tanta complejidad y deberia estar ya disponible.

 

ALandes
Member

This would be a very handy report/goal set for our sales team. I like!

APorten
Member

This would be very helpful to have on our dashboards and reports. 

ATamayo4
Member

Why do we have custom goals for calls and meetings if we can't report on it?