Setting goals in HubSpot allows you to track your team’s performance and measure progress against targets like revenue, deals, or activities.
- Log in to your HubSpot account and navigate to your main dashboard.
- On the left side panel, click on Reporting, then select Goals from the list.
- Click on Create goal button, then select Create from template.
- Choose a goal type such as revenue, deals, or activities under goal template.
- Start setting up your goal, assign it to specific users or teams, and define your target values under goal settings, then click Next button.
- Enter your monthly targets for each pipeline or click Apply Target to distribute them automatically, then click Next.
- Select your preferred notification settings by checking the boxes for goal updates, then click Done to proceed.
- You’re all set—your goals are now set and ready for tracking.
