HubSpot Ideas

JMaylandOlsen

Team goals & sub-goals

Currently the Hubspot goas module does not support:
1. Using team goals in reporting & forecasting

2. Creating and using sub-goals.

 

However, it's quite common to:

A. Want to report on overall revenue goal achievement in a fiscal year

B. Break it down into goal achievement in each team.

 

Thus, I suggest Hubspot finds a way to handle this. It is already possible to type in team revenue goals, but the user cannot use them for anything, even if they are assigned to a pipeline where revenue is made. 

Secondly, it should be obvious that reporting on team goals is more accurate for a business than reporting on the sum of user goals. The reason for this is that the sum of the user goals and the overall team goal might not always be the same; people change jobs and a company can have a period of time with an employee deficit. That should not skew reporting, neither force a company to revise their goals because their CRM can't handle it.

 

So, anchoring forecasting & reporting on the individual goals will challenge any business where employees resign/are added to the team.

I pledge for Hubspot's goal (pun intended) to be to solve this challenge in their architecture before removing the "beta" label from the goals module. 
48 Comentarios
HannahAnslow
Participante | Partner nivel Elite

It's very frustrating that we're unable to use team goals in forecasting and reports. Is there any update on this functionality being implemented?

DFleming5
Miembro

100% agree.  Thought this would be the first Goal based Report.  Would be super grateful if this could be built - cheers

 

nicmarjudd
Miembro

This is 100% needed in our organization! Please implement it Hubspot 🙏

faithantion
Colaborador

Revisting this after a year - I know HubSpot has done some work on the forecasting tool but I still see the notification "It is not possible to report on Team goals" in the Knowledge Base. Has anyone seen updates/progress on this idea?

InmaIID
Miembro

Fully agree this should be available as it is allowed to create team goals and then you cannot report on them, it is a non-sense!

teajai
Miembro

We work as a team, we need team reporting vs goals. 

rw1982
Participante

With all due respect, given the immense demand for various features in a system as capable as HubSpot, it's really odd that we cannot extract reports with team goals. The 'Set Goals' function shouldn't have been developed at all if you can't generate reports on progress. Unfortunately, you've missed something very basic here.

Jnix284
Miembro estimable | Partner nivel Diamond

Pulling team goals into reports would be a huge improvement over the sum of user goals, exactly as noted in the idea it is not always reflective of the true team goal if there are team members still being hired.