Adding your Revenue Goals to your HubSpot portal ensures you're able to accurately report on both overall and individual sales team's goals.
HubSpot allows you to add several key goals to optimise your sales reporting, however, only 'Revenue Goals' can be set for Sales Professional portals.
How to set Revenue goals
1. Go to the Reporting tab and select Goals from the dropdown
2. In the top right, click Create goal
3. Click Create from template
4. Click Set goal for Revenue
When setting up goals, you have a number of options:
- Set goals by individual
- Set goals by team
- Set goals per month, quarter, or year
Don't forget to give your goal a name. We recommend always using naming conventions, e.g. Demo Team Revenue Goal | 2023
From there you will set up the targets:
- Select a Pipeline for the goal to be linked to
- You'll be shown a set of boxes - split based on the date range you chose to add goals. From here, you can choose to add a unique number to each option or you can set a single target goal to set the same amount for each date
- You also have the option to enable user goals, for each user in the team. User goals don’t need to add up to the team goal.
-
After clicking next you can choose to send notifications to users that contribute to the goal.
- Click Set goal
Can goals be updated?
Once goals are created, they can be updated. You simple scroll over the goal and select 'Edit goal'
