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. 
30 Replies
KLaubmeier
Member

This is a very basic and important feature that's missing from reporting. Yes, we have individual business development contributors, but we need to show our team and our stakeholders how we've tracking (as a whole) against our company revenue goals for the year. Please add this capability.

vhorsen
Participant

Having to break apart goals per member just to report on it is absurd and inaccurate! Such a basic function to report against team goals how is this not a feature??

BRyder
Participant

Come on HubSpot...  Why do you keep doing this to us?

 

Of course we need team goals and reporting on it.  Also not just revenue.  We should be able to have goals for saleteams on qty of product also.

 

This is a deal breaker not having these simple options.

LexiBild
Member

I was so frustrated to realize I could not merge goals and reporting -sounds like such a basic idea.

PimKo
Member

I really can't understand why Hubspot doesn't support reporting on Team Goals. Reporting on any type of goal sounds like base functionality. Why else would you set goals? This needs to be added. 

GiorgioLuparia
Member

Agree, this is a must-have. I basically cannot use HubSport for any type of revenue reporting, because reports mix up global numbers and individual goals.

Having this kind of bug in a CRM is simply embarassing.

mzebib68
Contributor

when you test report you have a lot of ideas to leverage all the data stored in the system but very rapidly you reach he limits....

Team target versus achievement is this is a must have for wide middle and wide organisartions!!

 

why does ti take so long to be in developpment.

 

Scapell
Member

Fully agree with the original post about the goals and reporting. it would be interesting to see the total pipeline vs the goals for an specific quarter. So this way we could see the pipeline coverage.

Right now, there is only the posibility to check individual goals vs the attainment in the report called: Quota Attainment ( in Traffic Analitics section).

So HubSpot developers, if you could attend our request it would be really useful to solve this feature for sales management purpose.

 

HFoss
Member

This is urgent to fix, many of us and our clients are eagerly wating for this. 

TomasKristiansn
Member

Must have! It makes so much more sense for us to have goals on a company level and to be able to see these in charts rather than starting from individual user goals.