What If Your CRM Could Hold Your Team Accountable?

We don’t need to rehash why goals are important. You already know that. What’s worth talking about is how HubSpot has leveled up how we actually use goals—and why that’s something you’ll want to take a closer look at.

Let’s be honest: most teams either don’t track goals at all or track them in 14 different spreadsheets, each with its own version of the truth. HubSpot’s new Goals feature finally makes it easier to set, track, and use goals across your team, right inside the tools you’re already using.

Not All Goals Should Be Revenue Goals

Sure, revenue goals are the default—but they’re just the tip of the iceberg. Different teams, stages, and strategies call for different types of goals. Here’s how I break it down:

Revenue Goals

Use these when you want to track actual sales results—monthly quotas, ARR targets, pipeline-specific forecasting. They’re great for keeping reps accountable and leadership informed. Bonus: You can assign them by user, team, or even pipeline.

Contact or Lead Goals

Perfect for marketing teams trying to track MQLs, SQLs, or other lead gen metrics. You can build these goals off form submissions, contact properties, or lifecycle stages—then actually see how you’re progressing in real time.

Activity-Based Goals

Ideal for SDR/BDR teams or any role where “inputs” drive pipeline. Calls made, meetings booked, emails sent—these goals help managers coach and help reps stay focused on the daily work that builds momentum.

Ticket & Resolution Goals

Service teams can track things like average resolution time, number of tickets closed, or SLA performance. If you’re using Service Hub, this is a must—and it creates a cleaner feedback loop between success, support, and sales.

Why Set Goals in HubSpot?

Because goals that live in spreadsheets die in spreadsheets.

When you set goals inside HubSpot, you get:

• Visibility (on dashboards, in Forecasts, even inside Sales Hub)

• Ownership (everyone sees their number)

• Automation (goal progress updates in real-time—no manual tracking)

And if you’re a manager, you no longer have to chase reps or marketers for updates. You just log in, and the data’s already there.

Want to See It in Action?

I’ve recorded a quick walkthrough that shows exactly how to set up goals inside HubSpot—sales, marketing, and service all included. If you want the link, just shoot me a message and I’ll send it your way.

Still Wondering About Any of This?

Here are three common questions that come up after I share this with clients:

Ready to build smarter goals into your workflow?
Let’s make it easier to track the things that actually move your business forward—without the spreadsheet gymnastics.