HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to create sales goals in HubSpot

Here is how to create sales goals in hubspot

First, click on the "Goals" option in the left sidebar under the "Reporting" section
Select to create a goal using a template or from scratch in the Create Goal dropdown menu
In the goal templates screen, click on the "Sales" category in the left sidebar
Select the goal type you want to create, then click Set goal
On the Setup page, customize your goal name, contributors, and duration
On the Performance page, set up your targets for the year
Finally, select the checkbox next to any goal that you want to trigger a notification for and click the "Done" button

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Why should you create sales goals in HubSpot

HubSpot is a comprehensive platform designed to supercharge your marketing, sales, and customer service efforts.

Creating sales goals in HubSpot is a strategic way to track and measure success. This feature enables teams to align on objectives, ensuring everyone is focused on driving revenue and growth.

Using sales goals helps in identifying performance patterns and insights. It fosters accountability and motivates sales teams by providing clear targets and progress metrics.

Ultimately, it offers a structured framework to propel your sales initiatives forward efficiently and proactively.

Last update

February 10, 2026

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