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Set Custom Goals

As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline and (more importantly for us) Deals with a Deal Stage Modified This Month. We want to be able to show how our Sales associates are progressing their customers through the sales process. This will help us better understand at what point of the sales process do our Sales associates need specific training. If they have had 20 deals progress to Step 3 of the process and only 8 progress to Step 4 then we know that we can focus training efforts on how to get customers to a Step 4. Setting goals around this would be helpful if only on a cumualitive basis. 

4 Comentarios
Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

Completely agree, would love to be able to set goals around a much larger set of CRM objects that a sales rep typically manages.

Nuevo colaborador

Totally agree - the ability to set custom goals at the Enterprise level should be a given. 

Nuevo miembro

Hi, I would totally agree with this comment. We take our income on an initial basis and then charge clients and ongoing fee. It would be great to measure against target on the ongoing fee as well as the initial/deal.

thanks and hope we can make this happen.

Nuevo colaborador

How is this not a feature already? Hubspot manages to do the complicated thing right and forget about the smaller more powerful features.