Sales Hub Tools

ed-K
Participant

All Teams Goal vs Team Goals

I've set goals for our 2 sales teams, but when I goto the forecasting page - it shows for zero goal for "All Teams". I have to click on "sales" and drilldown before I can see the goals for the seperate teams.

 

What am I doing wrong? It seems basic that it should automatically comined the team goals and results or ???

 

thnx

 

2 Replies 2
Shubham_Sharma
Top Contributor

All Teams Goal vs Team Goals

@ed-K 

It seems like there might be a configuration issue with how the goals are set up for your sales teams in HubSpot. To ensure that the goals for both sales teams are correctly reflected in the forecasting page under you may need to review and adjust the goal settings.

 

Check the goal settings for each sales team to ensure they are correctly assigned and aligned with the overall company goals.

Verify that the goals are set up to aggregate or combine the results from both sales teams under the "All Teams" category.

Let me know if you have any followup qauestions!

0 Upvotes
ed-K
Participant

All Teams Goal vs Team Goals

thanks. I just used the revenue template for the 2 teams .... was that the wrong option?

0 Upvotes