HubSpot Sales Goals: Achieve more with Effective Tracking

Joakim Steenfos

27 Mar, 2023

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Why HubSpot and HubSpot Sales Goals Can Help You Gain More Sales

In today’s fast-paced world, achieving sales goals is crucial to business success. HubSpot’s Sales Hub provides a comprehensive set of tools to help businesses of all sizes succeed online. One of the features of HubSpot Sales Hub is its goal-tracking functionality.

By setting and tracking sales goals in your HubSpot CRM, you can keep your sales team focused and motivated. Sales goals can help you identify areas for improvement and measure the effectiveness of your sales strategies. Additionally, by tracking progress towards your goals, you can identify opportunities to optimize your sales process and boost your bottom line.

What Are the Benefits of HubSpot Sales Goals in Correlation to Sales?

There are many benefits to using HubSpot Sales Goals in correlation to sales. Some of the key benefits include:

  • Increased Focus – By setting clear sales goals, you can help your sales team stay focused on their priorities and avoid distractions. This can help you improve your sales productivity and close more deals.
  • Improved Performance – By tracking progress towards your sales goals, you can identify areas for improvement and optimize your sales process. This can help you improve your sales performance and achieve better results.
  • Better Accountability – HubSpot Sales Goals can also help you hold your sales team accountable for their performance. By setting clear expectations and measuring progress towards your sales goals, you can ensure that your team members are meeting their targets and contributing to your business’s success.

A Step by Step Guide to Set It Up

  1. Log in to your Account and click on the “settings” icon in the navigation bar in your HubSpot account.
  2. Now click on Tracking & Analytics > Goals on the left of your screen.
  3. Click on the “Create goal” button located in the top right corner of the screen.
  4. On the “Create a goal” screen, select “Create from template”.
  5. Now click “Next”.
  6. Now you can name your goal
  7. Select the category that best fits your goal from the “Category” dropdown menu: Sales, Services, or Marketing are the available options.
  8. Select the type of goal from the “Type” dropdown menu.
  9. Click “Next”.
  10. If you’re creating a revenue goal, indicate whether you intend to forecast for this goal with a yes or no.
  11. If you’re creating a marketing goal, connect your ad accounts and ad campaigns, and set the duration of your goal.
  12. If you’re creating a sales or service goal, assign the goal to specific users or teams in the “Contributors” section.
  13. Click “Next”.
  14. Set monthly or yearly targets for each user or team you selected.
  15. If you want to set the same monthly goal for the entire year, select the checkbox to the left of a user or team, then click “Apply targets”. Enter a target amount and click “Apply”.
  16. If you chose to to use the forecast option for your goal, and you want to set the same pipeline for every user or team you selected, select the checkbox in the top left of the table, then click “Apply pipelines”. Select a pipeline from the dropdown menu and click “Apply”.
  17. Click “Next”.
  18. Select any goal milestones that you want to trigger a notification for by checking the boxes.
  19. Click “Save”.

An Example Where It’s Relevant for a Company

Imagine you run a B2B software company that provides project management tools to businesses. Your sales team has a revenue target of $500,000 for the quarter. By setting and tracking sales goals in HubSpot Sales Hub, you can keep your team focused on their priorities and motivated to achieve their targets. You can also use the data from your goal tracking to identify areas for improvement in your sales process and optimize your strategies accordingly.

Should you Utilize HubSpot Sales Goals

HubSpot Sales Goals is a valuable tool for any B2B company that wants to boost its sales performance and drive business growth. Whether you’re a small business owner, a sales manager, or a member of a sales team, implementing HubSpot Sales Goals can help you stay on track, identify areas for improvement, and achieve your sales targets. With its intuitive interface and powerful tracking and reporting features. Therefore, hubSpot Sales Goals is an ideal solution for any company that wants to optimize its sales process and drive better results.

How Radiant Can help you

As a top-tier HubSpot partner, Radiant can help you implement HubSpot Sales Hub and other HubSpot tools such as HubSpot Sales Hub. With Radiant, you get access to a team of experts who can help you set and achieve your sales goals, and streamline your sales process.

Radiant can also provide you with customized training and support to help you get the most out of HubSpot and its features. Whether you’re just getting started with HubSpot or you’re a seasoned user looking to take your sales and marketing to the next level, Radiant can help you. Contact us now for more information

Do you have questions, or do you want to learn more about how Radiant can help you?

Contact us today and let’s talk about how you can reach your potential for growth.

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