With Goals, you can stay up-to-date on your progress towards reaching your business objectives. Some popular use cases for Goals include tracking sales quotas, website traffic performance, and new leads generated.
- Access Goals
- Use Goals
- Create a Goal [Example]
- Track your progress towards reaching a Goal on a Databoard
How to Access Goals
Navigate to Goals. Click + New goal to create a new Goal.
How to use Goals
Pro Tip: The lock (proportionally calculated goal values) option is available only for Metrics that starts with zero (0) every day. Metrics that are do not start with zero (0) every day at midnight do not have this option available.
For example, Metrics that start at zero (0) every day include ''Sessions,'' ''New Leads,'' ''Tickets Opened,'' etc. Metrics that do not start at zero (0) every day include ''Conversion Rate,'' ''Bounce Rate,'' ''Account Balance,'' etc.
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D) Advanced Setup: By clicking on the Advanced setup hyperlink, you'll open the Advanced setup window for the Goal.
Here, you can set Goals for past and future days, weeks, months, quarters, or years. In order to have a Date Range as an option in the Advanced setup window, you must have the corresponding checkbox selected in the Goal Value section.
Pro Tip: Set your company up for long-term success by breaking down larger Goals into smaller, more managable Goals. Learn more about creating an environment where you feel in control of your company's long-term performance here.
If you plan to view the Goal Metric for past Date Ranges like Last Month, Last Quarter, Last Year, etc., it's valuable to backfill this Goal information.
How to create a Goal [Example]
- Navigate to the Goals page
- Click + New goal
- We want to set a Goal for Sessions to our website tracked in HubSpot, so we'll open the Metric drop-down, select the appropriate HubSpot Marketing Account in the Data Source drop-down, and we'll select Sessions as the Metric
- We want to manually enter our Goal Values, so we'll keep the Input Type set to Manual
- Since we want to set more than just monthly Goals for this Metric, we need to expand the Date Range options by clicking Add more Date Ranges. We're setting weekly, monthly, quarterly, and yearly Goals for this Metric, so the corresponding checkboxes should be selected on the Goal setup window.
- We know that our yearly Goal is 4,000,000 Sessions, so we will start by inputting this Goal Value. Since the Goals Values for other Date Range are calculated proportionately, this will give us a good indication of what our weekly, monthly and quarterly Goals should be set at as well.
- Next, we'll click the lock icon to turn off proportionately calculated Goal Values. This will allow us to set cleaner Goal Values for our weekly, monthly, and quarterly goals.
- After entering Goal Values for the current week, month, and quarter, we can click on Advanced setup to set future Goal Values. This allows us to set ourselves up for long-term success, helps us stay on track towards reaching our annual Goal of 4,000,000 Sessions, and enables us to take into consideration times of the year when we may be more or less focused on this particular Goal in our planning.
When we're finished entering our future Goal Values, we'll click Save to close the Advanced setup window.
- Next, we'll choose Visualization. Since this Goal will be valuable to view with granularity, we'll select Line Chart.
- This Goal is a priority for our entire Marketing Team, so we'll set the Goal Owner as our Director of Marketing, John
- John wants as much visibility into this Goal as possible. Therefore, we'll set both Alerts, so he will be notified when the Goal has been hit or if we're not on track towards reaching the Sessions Goal after 70% of the time.
- To complete the process, we'll click the green Save button
How to track your progress towards reaching a Goal on a Databoard
Pro Tip: On a Chart Datablock, you will need to select the Cumulative toggle in the Property Manager if you want to visualize Goals for longer Date Ranges. For example, if you want to view a Line Chart with "Month to Date" selected as the Date Range and compare to a Goal Value, a non-cumulative graph would allow you to compare with a daily Goal Value, while a cumulative graph would allow you to compare with a monthly Goal Value.
5. Set the Comparison Value to Goal. This will change the comparison percentage on the Datablock to show your progress towards reaching the set Goal.
Pro Tip: For Chart Datablocks, you can add a Goal line to the graph in the Additional Lines section as well. Therefore, you could have the Comparison Value set to another option, such as "Previous Period." This would make it so the comparison percentage on the Datablock is showing current performance vs the previous period, but there is also a line on the graph visually representing your progress towards reaching your Goal.