How to Set and Track Goals in HubSpot: A Complete Guide

Setting business goals without a plan is like trying to win a race without a map — you might move fast, but you’ll probably end up lost. That’s where HubSpot Goals comes in.

It’s not just about setting targets — it’s about tracking progress, spotting roadblocks, and adjusting your strategy before you veer off course.

Whether you’re aiming to close more deals, boost lead generation, or improve customer satisfaction, HubSpot helps you stay focused and on track.

Ready to turn your goals into wins? Let’s get started.

What Are HubSpot Goals?

HubSpot Goals are measurable targets you can set within the HubSpot platform to track performance across sales, marketing, and customer service.

They help businesses align their teams, measure progress, and adjust strategies to stay on track.

With HubSpot Goals, you can:

• Set specific targets (e.g., revenue, lead generation, customer satisfaction).
• Assign goals to individual team members or departments.
• Track progress in real-time using HubSpot’s reporting dashboards.
• Adjust strategies based on performance insights.

For example, a sales goal could be “Close $50,000 in new deals this quarter,” while a marketing goal might be “Generate 500 new leads this month.” HubSpot Goals gives you the tools to monitor these targets and adjust your efforts to keep momentum going.

Benefits of Using HubSpot Goals

HubSpot Goals isn’t just about setting targets — it’s about driving meaningful results.

By giving businesses a structured way to define, track, and adjust their goals, HubSpot helps teams stay aligned and focused on outcomes that matter.

Here’s how HubSpot Goals can benefit your business:

1. Centralized Goal Tracking

HubSpot allows you to manage all your sales, marketing, and service goals from a single platform. This means no more juggling spreadsheets or manually tracking progress.

You can view real-time updates, monitor performance, and make adjustments all in one place — giving you a complete picture of how your business is performing.

2. Better Team Alignment

When sales, marketing, and customer service teams are working toward the same targets, performance improves. HubSpot Goals ensures that every team member knows what’s expected and how their efforts contribute to the bigger picture.

For example, marketing can set lead generation goals that directly support sales revenue targets, creating a smoother handoff between teams.

3. Automated Reporting and Insights

HubSpot provides detailed insights into your progress, making it easy to spot trends and roadblocks. If a sales target isn’t being met, you can quickly identify the problem — maybe it’s a low conversion rate or lack of qualified leads — and adjust your strategy accordingly.

Automated reports save time and give you data-driven insights to improve performance.

4. Flexible and Customizable Goals

Every business is different, and HubSpot reflects that by allowing you to create highly customized goals.

Whether you’re setting monthly revenue targets, aiming for a specific number of leads, or working on improving customer satisfaction scores, HubSpot allows you to define the metrics that matter most to your business.

5. Motivated and Accountable Teams

Clear goals create accountability. When team members know exactly what they’re aiming for and can see their progress in real-time, motivation increases. HubSpot also allows you to set individual and team-based goals, so everyone stays on track and works toward shared success.

HubSpot Goals isn’t just a tracking tool — it’s a performance engine that helps businesses set smarter targets, work more efficiently, and achieve better results.

How to Set Up Goals in HubSpot

Setting up goals in HubSpot is a straightforward process, but to get the most out of it, you need to define goals that are specific, measurable, and aligned with your overall business strategy.

HubSpot’s goal-setting feature allows you to customize targets based on your business priorities, track progress in real-time, and adjust strategies based on performance data.

Here’s a detailed, step-by-step guide to setting up and managing goals in HubSpot:

1. Navigate to the Goals Tool

• Start by logging into your HubSpot account.
• From the main dashboard, go to Reports > Goals.
• Click Create Goal to begin setting up a new target.

HubSpot provides an intuitive interface that guides you through the setup process, making it easy to create and organize goals. The goals dashboard gives you a clear view of all your active and completed goals, helping you track progress and performance at a glance.

2. Choose a Goal Type

Moreover, HubSpot allows you to create different types of goals depending on the business area you want to improve:

HubSpot Sales Goals:

• Revenue targets
• Number of deals closed
• Average deal size
• Pipeline progression

HubSpot Marketing Goals:

• Lead generation targets
• Website traffic growth
• Email open and click-through rates
• Conversion rates

Customer Service Goals:

• Ticket resolution time
• Customer satisfaction score (CSAT)
• Net promoter score (NPS)
• Number of tickets closed

Team or Individual Performance Goals:

• Number of calls made
• Number of meetings scheduled
• Task completion rates

Choosing the right goal type ensures that your teams are focusing on the most impactful metrics.

For example, if your sales team is struggling to close deals, setting a “number of deals closed” goal will help identify bottlenecks and drive performance improvements.

3. Define the Goal Details

Once you’ve chosen the goal type, it’s time to define the specifics:

• Goal Name: Give your goal a clear and recognizable name, e.g. X HubSpot marketing goals
• Object: Choose what the goal will track (e.g., deals, contacts, revenue).
• Aggregation Type: Select how the data will be measured:
  • Sum – Total value of deals closed or revenue generated
  • Count – Number of deals closed or leads generated
  • Average – Average deal size or resolution time
• Filters: Narrow down the goal to specific parameters, such as:
  • Deal stage (e.g., “Closed Won”)
  • Contact source (e.g., organic search, paid campaigns)
  • Date range (e.g., monthly, quarterly)

Example:

• Goal Type: Sales
• Goal Name: “Increase Revenue from New Deals”
• Object: Deals
• Aggregation Type: Sum
• Target Value: $100,000
• Timeframe: Q2

Setting clear and detailed goals helps HubSpot track progress accurately and gives you better insights into performance.

4. Assign the Goal

HubSpot allows you to assign goals to:

• Individual Team Members: Set performance targets for sales reps, marketers, or customer support agents.
• Teams: Create shared goals to encourage collaboration and collective success.
• Departments: Align goals across multiple teams to drive consistent performance.

Assigning goals creates accountability and ensures that each team member knows exactly what they need to achieve.

Example:

• Assign a lead generation goal to the marketing team, a revenue target to the sales team, and a customer satisfaction goal to the support team.
• Set individual performance targets for sales reps to track how each member contributes to the overall goal.

This not only helps in evaluating individual and team performance but also makes it easier to identify and address weak spots.

5. Set a Timeframe

HubSpot allows you to define the duration of the goal based on your business cycle:

• Monthly – Great for tracking short-term campaigns or sales cycles.
• Quarterly – Ideal for evaluating performance over a longer period.
• Annually – Best for strategic business goals like revenue targets or market expansion.

You can also create recurring goals for ongoing tracking. For example, you could set a goal to increase monthly revenue by 5% and have it repeat every quarter.

Example:

• “Increase monthly website traffic by 10% each month.”
• “Close 20 new deals every quarter.”
• “Achieve a 90% customer satisfaction score annually.”

Setting a clear timeframe helps measure progress more accurately and keeps teams focused on deadlines.

6. Save and Monitor Progress

Once the goal is set, HubSpot will automatically begin tracking progress in real-time:

• Data is pulled directly from HubSpot’s CRM and marketing tools.
• Progress is updated continuously and displayed in your reporting dashboard.
• Visual indicators (like progress bars and completion rates) give you a quick overview of goal status.

HubSpot’s reporting tools allow you to:

• Monitor progress through custom dashboards.
• Filter data based on different metrics (e.g., sales pipeline stages).
• Compare actual performance against the goals target.
• Identify patterns and areas needing improvement.

Example:

• If you’ve set a goal to generate 500 new leads in a month and you’re only at 300 leads halfway through, you can adjust your marketing strategy (like increasing ad spend or launching a new campaign) to close the gap.

7. Adjust Goals as Needed

Business conditions can change — and HubSpot Goals allows you to adjust targets as necessary:

• Increase sales targets if performance is exceeding expectations.
• Lower lead generation targets if a marketing channel underperforms.
• Modify service goals if new customer support issues arise.

You can also create new goals based on emerging opportunities or challenges.

Example:

• If a new product launch is driving higher-than-expected sales, you can raise the revenue goal to capitalize on the momentum.
• If website traffic drops due to an algorithm change, you can adjust your content strategy and update traffic goals accordingly.

HubSpot Goals gives you the flexibility to respond to real-world changes and keep your teams focused on success.

Pro Tips for Setting HubSpot Goals

Make Goals SMART – Ensure that your goals are Specific, Measurable, Achievable, Relevant, and Time-bound.
Align Goals Across Teams – Sales, marketing, and customer support goals should complement each other to drive overall business growth.
Use Goal Templates – HubSpot offers goal templates for quick setup and consistency.
Monitor Early and Often – Don’t wait until the end of the timeframe to review progress — adjust strategies regularly.
Celebrate Wins – Recognize team members and departments when goals are achieved to keep motivation high.

Final thoughts

HubSpot Goals isn’t just a tool — it’s a framework for business success. By setting clear targets, tracking progress in real-time, and making data-driven adjustments, you can keep your business moving in the right direction.

Goals with HubSpot aren’t just about tracking numbers — it’s about driving real business growth. By setting SMART goals, aligning team efforts, and using HubSpot’s powerful reporting and automation tools, you can turn strategic sales targets into measurable wins.

Whether it’s boosting sales, improving customer satisfaction, or increasing marketing performance, HubSpot gives you the framework to set clear goals and the insights to reach them.