Show individual sales person goals vs their total sales in one report

I'd like to be able to see a simple goals report, showing a sales reps individual goal vs what they have sold (goal vs deal won) for date parameters we set. I'd like to be able to see this as each individual and also as a team. So if I have User 1 with a March goal of $45 000 and User 2 with a March goal of $27 500 (which has been set in goals) I want to see the report showing what each user has sold (deals won, using date closed won) towards that goal in March. I believe it should show how far they have to go. But then also as a team, so if it was just those 2, the goal would be $72 500. It would also be very useful to show the percentages.

 

The current report option doesn't account for users having different goals, and works it out on an average which isn't useful for us at all. Each user should be able to see on their sales dashboard how they are tracking for the month towards their goal, and the sales manager and sales support staff should be able to see this for each user and as a team. I have attached below an example of what I mean. It would be very useful to see information like this. The red being their goal, green sold towards goal, and blue is sold past their goal.

 

This information is currently coming from a spreadsheet showing this sort of information.

I believe this information all exists within Husbpot, e.g. Goals are set for each user and deals won shows what they have sold and when. So I stumped on why I cannot pull this information.

 

We are currently on the Sales pro version for 16 users and would like to be able to use Hubspot as a sales too, but without it reporting this vital information we would have to resort to manual reporting. Something we thought would no longer be needed once purchasing Hubspot Sales Pro as a sales tool.

 

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1 Reply
Kristie_Currie
New Contributor

Thankyou Olivia for posting this on my behalf. 

 

Here are the missing pictures I refer to in the above info. 

 

rep info sales.pnggoals Jan percentage.png