HubSpot Ideas

Nick

Set company goals (quotas)

Hello,

 

It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level it would be easyer to manage our companie goals instead of looking at the individeual progres.

30 Commentaires
farahtozy
Membre

This would be extremely helpful. We set goals as a company depending on the office. 

 

It would also be helpful to have options of what to set goals for. For example, we set goals regarding how much to sell to specific clients. So we want to sell $10k for client A, $50k for client B, $20k for client C. With the goals set, we could then view all the information on the Dashboard. It would be great to be able to do this in Hubspot!

mvdbree
Participant

Adding my +1 to the request.


Specific example: As a company, we have a set ARR goal per year, then individual reps have ARR goals per month that in total combine to more than the company goal to account for possible under/overperformance of individual reps.

 

The current implementation of goals doesn't allow for this, as setting up the individual goals also increases the overall quota goal which would always be unattainable (or at least very unlikely).

Gryd
Membre

We would use this feature as well. Please consider adding asap.

bhascher
Contributeur

Our organization also works with goals on customer level instead of sales rep level. We translated our total revenue goal into Hubspot sales rep goals per pipeline per month in order to be able to report and forecast on totals per pipeline. However in order to report and forecast on a customer level we use a custom company property under the Target accounts section called "Year target" and build custom reporting to report on progress. It would be nice though if goals per target account (or company) would be added as a Year target column to Target Accounts,  Forecasting and Sales Analytics.

 

bhascher_0-1617788285708.png

 

DMarcko
Participant

An absolut must in a modern workplace!
We work towards OKRs and channel all activities towards these OKRs. 

 

One COmpany or Team OKR can be Increased MRR, another can be X number of new clients. Tto reach these each team member will have tasks/activities.

 

Having goals set for each teammember as Hubspot currently has means we can't use goals at all .

CRoe
Membre

Yes to this! Quite a fundamental part of the sales tracking to have goals at a company level, so quite surprised it isn't available.

LWehmeier
Membre

Yes!  Please make this a thing.  We measure for the company as a whole and within our program performance.  Would be great to be able to enter goals without having to assign a team member or a team in general.

TNadolski
Participant

It's very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set Annual Forecasts at the Company Level, and have a calculated property that shows Gap to Forecast (similar to the Forecast UI). 

 

The other key to make this very useful is having a company property that tracks the Total Annual Revenue based on the Fiscal Year Settings you have. To do this, you have to jump through some crazy hoops and create a number of trigger properties just to make this happen. Currently, the Total Revenue property doesn't reset annually, so having a "Total Annual Revenue" property based on the amount of closed won deals based on your fiscal year settings would be an excellent and very welcome addition. 

Hildegaard
Contributeur

Being able to set a goal on a specific company would make the life much easier for us as well. Our sell reps are handling multiple clients and we cannot track on each individuel client only the total sum of the goal.

Hug
Membre

7 years and still nothing implemented is crazy, how can you guys tell us to submit things here if they're not implemented after 7 years