I was browsing the new "goals" section, but can't seem to be able to figure out how to set a goal for generated MQLs in HS. We're not looking to be specific with campaigns or ads, just total MQLs.
The idea is that we want to create a report to track our progress with regards to our goal. I don't think I can do this in HS without first setting a goal, correct?
When you create a single object report (Menu > Reports > Reports > Create report > Single object > Contacts) with the below settings, you can specify a goal line:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Following - we, too, like to configure our goals differenly by month. Nature of the business. I'd like to get this done without purchasing an add-on or using Excel, but alas, I may have hit my limits.
Hi - same issue as above. Most companies have different goals by month to account for seasonality. It seems really strange that the reports section of this doesn't take this into consideration. Hubspot would be far more sticky and performance focused if you could enter MQL and SQL goals, for example, by month then drive engagement through how you're performing against those goals.
I saw the same, it would be great to be able to set MQLs goals per month and be able to see MQLs compared to MQL goals in one report (and not need to add campaigns)
When you create a single object report (Menu > Reports > Reports > Create report > Single object > Contacts) with the below settings, you can specify a goal line:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks for this workaround! But is it not possible to add different monthly MQL goals, I only found that I can set a monthly MQL goals (same value for all months)
Hi @karstenkoehler Is there a way to configure the MQL / SQL goal by month? Our MQL/SQL goal varies by month (i.e. 170 in July, 190 in August, etc....) and it looks like this feature only allows you to build a line chart that has the same goal month over month.