Reporting & Analytics

HSalah
Contributor | Platinum Partner
Contributor | Platinum Partner

Commited Revenue vs goals (Forecastiong Report)

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I want to creat a commited revenue vs goals (forecasting reports)

i need to be provided with the steps report type,filter,etc

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Wesimplifi_
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Commited Revenue vs goals (Forecastiong Report)

SOLVE

Hi @HSalah 
You’ll find the “Compare to goals” toggle inside the report builder once you’ve selected your metrics (like “Amount”) and added your filters. It’s usually in the left panel under “Display options” or sometimes under the “Customize” section depending on your HubSpot version. Make sure you’ve already set up revenue goals under Tracking & Analytics > Goals, or the option won’t appear.

RevOps & Automation Strategist | Growth Without Limits.

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Wesimplifi_
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Commited Revenue vs goals (Forecastiong Report)

SOLVE

Hi @HSalah 
Use the custom report builder and filter deals by forecast category “Commit” or deal stages mapped to committed revenue. Set the close date to this month or quarter and use “Amount” as your metric. Then enable “Compare to Goals” in the settings to match committed revenue against the revenue goals set in Tracking & Analytics > Goals. You can also group by deal owner or team to align with how your goals are structured.

RevOps & Automation Strategist | Growth Without Limits.

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HSalah
Contributor | Platinum Partner
Contributor | Platinum Partner

Commited Revenue vs goals (Forecastiong Report)

SOLVE

hi @Wesimplifi_ thank you for your help where can i enable compare to goals step can you send a screenshot or tell me where can i locate it 

 

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Wesimplifi_
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Commited Revenue vs goals (Forecastiong Report)

SOLVE

Hi @HSalah 
You’ll find the “Compare to goals” toggle inside the report builder once you’ve selected your metrics (like “Amount”) and added your filters. It’s usually in the left panel under “Display options” or sometimes under the “Customize” section depending on your HubSpot version. Make sure you’ve already set up revenue goals under Tracking & Analytics > Goals, or the option won’t appear.

RevOps & Automation Strategist | Growth Without Limits.

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