🔗 HubSpot KB Bridge: Create custom goals
💡 Core Capability
Create custom goals for users or teams based on hundreds of property and aggregation combinations. Track and filter these custom goals to measure goal progress based on your goal definitions. Use deal-based custom goals in reports to visualize and track attainment over time, providing better contextual insights into performance.
🛠️ Key Operations & Headings Outline
- Create custom goals
- Manage custom goals
- Use deal-based custom goals in reports
- Related content
📋 Subscription Availability
- Sales Hub Enterprise
- Service Hub Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot