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.
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.
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.