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.

HubSpot updates
14 Replies
dmorton
New Member

 I agree. In most organizations the individual quotas do not necessarily add up exactly to the company goals. Without this I have to manage the company quota outside of Hubspot CRM and that is not ideal.

uxlauren
New Contributor

Please Hubspot, so this! So many organizations manage as a team, not just as individual contributers. Having this in bar graph format on our Dashboard would be so awesome. I would love to see the goal/quota bar next to the actual (changes as deals in the organization are moved to Won). 

davstock
New Contributor

Very important for our team. I manage teams across the global with different goals or quotas and different # of users in each team. Bonus points for adding the ability to have goals or quotas that can be set to different values by month. 

MattF
Top Contributor

Agreed. Also the ability to set different individual quotas for each month would be welcome. Seasonality comes into play and very rarely do qutoas stay consistent each month.

dustinbarrett
New Member

Totally agree with this. The workaround would be to just average it out across the team (or put it all under one user) and disregard the names. But whether you're talking about setting individual quotas or overall organizational quotas, I think having the ability to set MULTIPLE quotas is important. Tracking the progress of different teams and revenue streams is critical.

 

Only having the ability to set a single quota for the company seems like a major oversight. Also, not having the ability to set each month individually makes accounting for seasonality/cyclicality impossible.

AlexandraR
Occasional Contributor

 So glad I'm not the only one who really needs this. Please, Hubspot!

annieo
New Contributor

100% agree! So much easier to track against the larger company goal than the individual. We also know that our sales year has ebbs and flows so setting a monthly goal is not reasonable for us. Annualizing our target makes much more sense!

Tnichs Top Contributor | Platinum Partner | HubSpot Certified Trainer
Top Contributor | Platinum Partner | HubSpot Certified Trainer
Yep, really need this - Need to be able to do it per organisation.
Jesse
Occasional Contributor

I want to add my support to this feature: being able to see a quota separate from any indivuisual reps performance would be an incredibly useful tool. 

 

 

thomas_paris
New Contributor

This is absolutely essential and make me wonder about going through HubSpot for my organization if this functionality is not available.

 

Has it been integrated yet?

 

Thank you for your help