Learn how to create and track sales goals in HubSpot

Why would you want to use the goals feature in HubSpot?

To track or collect information on personal goals or on sales rep goals internally.

How to track supplemental goals by user:

1. Navigate to Reporting > Goals > Create goal > Create from template or Create from scratch.
   • You can choose a template based on the category, and view the details of each template by clicking View details on a template. Select a template to use.
2. Fill in the required fields to set up the goal, and click Next.
3. Choose a pipeline for your goal and fill in the Apply target field, then click Next.
4. If you want notifications for milestones in your goal, check the boxes for the notifications you want. When you are finished, click Done.

That’s it! Now you know how to create and track sales goals in HubSpot!

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