HubSpot Ideas

Uusteri

Revenue and custom Goals to custom report builder

Hello Community! 

 

It's really nice HubSpot updated the new custom revenue goals. Companies are now able to report on any property. 

 

The thing I am struggling with is that the custom goals can't be visualized in the Single object report OR Custom Report Builder. Even getting these goals to the Sales Analytics would be a Huge Leap but currently finding the correct goals and current progress is relatively hard, especially for large companies with dozens of Sales reps that all have their own goals. 

 

Would be great if one could choose in the report builder what Goal one would like to visualize. Currently only Revenue goals can be visualized and this is also only available in the single object report builder. Obviously one could use the ''Include Monthly report goal'' option but this is terrible for seasonal businesses. Also one completely loses the idea of Forecasting per Quarter with this option

 

😄 Quite frustrating. 

 

Anyone else struggling with this? 

4 Replies
Eric-Showcare
Member

I'm in the same situation. Got an answer? Thanks

NatalieF
Member

Agreed, we have reps who have revenue goals for recurring and non-recurring revenue so it'd be great to be able to report on these different properties side by side

LHartikainen
Member

We need this asap too! Please HubSpot!

AKettula
Participant | Platinum Partner

This is an absolutely important development area! Wonderful post @Uusteri 👨‍🏫