This is a YouTube video titled "HubSpot Sales Hub Mastery: Setting & Tracking Revenue Goals" created on October 30, 2023. The content is an instructional tutorial featuring two speakers explaining how to set revenue goals for sales representatives within the Sales Hub platform, assign those goals, and track quota attainment through reporting and sales analytics. The video focuses on practical steps for sales management and goal tracking.
If you're using Sales Hub, you probably want to track your reps activity, especially their quota attainment. For this you have to establish a specific revenue goal and assign it on a per rep basis. In this video I'm going to show you exactly how to do just that. Set a revenue goal for a specific user and also be able to see the tracking of this particular goal within your reporting and sales analytics section. Check this out.
To establish a revenue goal we're going to go to Sales and we're going to go to Forecast. In here you will see that the forecast category tab is open and it tells us exactly the reps that are within our portal as well as the goal set. And if there's goal attainment available it will show here right now everything's at zero. But we're going to create a goal right now for reps. So we'll hit create goal right here. We'll go to just Revenue for now and we'll put this at 10k. I'm going to select myself as the user that this is going to be assigned to and the duration of it is going to be yearly in this case. So I'll just hit next right now I'm going to select all pipelines as kind of the ones for which I would as a rep need to get 10k for as part of the revenue goal. So I'll just hit next here. And then I do want to enable notifications so that whenever the goal is kicked off like I'll receive a notification if it becomes exceeded, if it becomes achieved and also if it is missed. So I'll just hit done here and I'll go to goals now in here we will not see it updated immediately. But if we go to view report and we're able to see first right now the weighted forecast category report below here we can choose the entire year for this particular section, right? So I do want to choose on the left side the quota attainment so that we can more clearly see our revenue goal. And you can see here right now that I had one deal close $1 and I'm still 9,999 off of my revenue goal in this particular case. Right? This is the way that you can set up your own revenue goal, assign it to a specific rep and furthermore go to the reports that will show you that quota attainment and you're going to be able to see the progress for that particular revenue goal.
So now you know how to create your own revenue goal. Establish it for a specific user and or rep within your portal and also check their specific quota attainment within the Sales analytics section specific to the quota attainment report. Remember, education is great, but the execution is where it's at. So go out there and be the hub hero that your organization needs needs today.
