HubSpot Ideas

CLim3

Sub-categorise Sales Goals

Our Sales person will be assigned a Yearly Sales Target for each year.  This Yearly Sales Target is further broken down to each Month's target.  And then this Month's target is further broken down again by category.

 

Currently, we have created a Deal Property, with a dropdown option of the different catogories.  So, actual achievement (Sales Deal) we are able to track their progress.

 

In the Sales Goal, however, so far we can only input the Sales Goal by Sales person and by Month.  It would be good if we are able to also set Sales Goal on that sub-category basis to see how our Sales person perform as compared to the Monthly Month target and Monthly Category target.