🔗 HubSpot KB Bridge: Report on goals
💡 Core Capability
View individual goal performance from within the goals tool. Analyze the total progress your goal has made, and user performance.
🛠️ Key Operations & Headings Outline
- View goal-specific performance reports
- Create a goal report from an existing goal
- Create a goal report in the single object report builder
- Add deal based goal data to deal-based reports
- Add quota-based goal data to deal-based reports
- Add a sales goal reference line in the report builder
- Using filters in goal reports
- Using goal type filters with Goal ID filters
- Assignee type filters
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, 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