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Bridget2
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Member since ‎Sep 3, 2020
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Bridget Flynn

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Bridget2 on August 10, 2022
Custom Goals Report
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
Reply Discussion Reports
24 upvotes
6 Replies
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Bridget2 on April 20, 2022
How to set goals to weekdays only
The BDRs on my team have a goal of 800 calls per month which comes out to roughly 40 calls per day (20 working days, or 4 weeks of 5 business days). However, Hubspot is including weekends into the average when calculating calls per day, which is bri read more
Reply Discussion Enterprise
5 upvotes
2 Replies
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