Goal setting for forecasts is not showing up.

[Gwwalker]

I'm a super admin and when I setup my revenue goals for forecasting, they didn't show up on the edit screen so entered them 2 more times and they still don't show up for editing. They do show up a three times the amount when I visit the forecast tab, but I have no way to edit/correct them.

Please help.

[WilliamSawley]

I am having the same issue. Has anyone been able to edit their goals? I have tried to add a new goal for a user. I went through the whole process but it doesn't appear on the report. Very frustrating. Help!!!!

[kvlschaefer]

Hi @WilliamSawley,

Thanks for reaching out!

I apologize for any frustration or business impact this may have caused. 

According to this help article, you must be a user with Forecast permissions in order to create, edit, and delete goals in your account. You should also be able to do so if you are a Super Admin as this would receive all permissions.

If you have either of these permission sets and are still experiencing this issue,  I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter. 

Best,

Kristen

[ZShaker]

Hi I am having the same issue every time i try to set up a goal i recieve an error message upon saving 😞

[kvlschaefer]

Hi @ZShaker,

Thanks for reaching out!

Can you please share a screenshot of the error message with us? The more information you can provide, the better the community can advise on the next steps.

Thanks!

Best,

Kristen

[mohsen]

I have the exact same issue, now contacted HS and they are investing it (its been more than 18hrs so far!)

[webdew]

Hi @Gwwalker ,

Are you still facing the same issue? The forecast tool is working fine at my end. Goals are appearing when I entered them once. Hope you are entering all the mandatory fields first. Might be a bug. Try to logout, hard refresh, and log in again. This kind of bug occurs sometimes but gets rectified on its own in a while.

Hope this helps!
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Thanks and Regard.