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JBergvall1
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Member since ‎Nov 22, 2023
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Jeanette Bergvall

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JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
217 upvotes
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JBergvall1
Member
November 23, 2023
Agree with the problem. This is very much needed to be able to use Hubspot for setting goals on each level within an organisation. The current soluti...read more
JBergvall1 on November 22, 2023
User goals or team goals in the report builder?
It is quite common that companies/departments have one top level revenue goal (team goal) but the sum of the individual revenue goals (user goal) are higher than the team revenue goal. On individual dashboards, We would like to set up the report read more
Reply Discussion best practices Dashboards Reports
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