How to Create Goal Progress Reports in Hubspot

Tracking performance against targets in Hubspot is easier when you build clear, reusable goal progress reports. This guide walks you step by step through creating, customizing, and saving reports based on your existing goals so you can monitor results across teams and time periods.

What are goal progress reports in Hubspot?

Goal progress reports in Hubspot are analytics views that compare your recorded performance metrics against the goals you have already set up. You do not configure goals inside the report builder. Instead, you first create goals in your goals settings area, then use reports to visualize how your actual results stack up against those targets.

These reports are designed to help you:

• See current progress toward specific goals.
• Compare performance across users, teams, or pipelines.
• Understand trends over selected time ranges.
• Share standardized goal views across your organization.

Before you begin building these reports, confirm that your goals have been created and configured correctly. The report builder simply reflects that existing data in different visual formats.

Where to build Hubspot goal progress reports

You can access the report builder directly from the main navigation. Make sure you have the right permissions to view and edit reports, and that you can access the goals you plan to track.

To open the report builder:

1. Go to your main navigation and open the reports section.
2. Select the option to create a new report.
3. Choose the goal progress report type so you can work with goal-based data.

This launches the custom builder where you can configure filters, visualization types, breakdowns, and display options, all using your existing goals as the data source.

How to create a Hubspot goal progress report

The report builder lets you quickly turn your goals into visual progress dashboards. Use the following steps as a basic workflow.

Step 1: Choose the right goal data

In the goal progress report builder, start by selecting the goal object or category that matches what you want to measure. Depending on your account, this can include:

• Sales or revenue-related targets.
• Productivity or activity-based metrics.
• Team or individual performance goals.

Once the type of goal data is selected, the report pulls in the matching goal records, so the rest of the configuration focuses on how you want to view and compare them.

Step 2: Set your date range

Next, define the date range for the report. This determines which goal periods and performance entries will be included. Common options include:

• Current month, quarter, or year.
• Previous month, quarter, or year.
• Custom ranges that align with your internal reporting periods.

Align the date range with how your goals are scheduled. For example, if your goals are monthly, avoid selecting a range that cuts across multiple months unless you are intentionally analyzing a broader trend.

Step 3: Apply filters to refine results

Filtering is essential for turning a general Hubspot goal progress report into a focused, actionable view. Use filters to include or exclude specific goal records. Common filters include:

• User or owner: limit results to specific owners or representatives.
• Team: display goals tied to selected teams.
• Pipeline or region: focus on one part of your operation.
• Goal type or category: separate activity goals from revenue goals.

Combine multiple filters to narrow the report so it answers a clear question, such as how a single team is performing this quarter versus their assigned goals.

Step 4: Choose the visualization type

Goal progress reports can be visualized in different chart formats within Hubspot. The right chart style makes it easier to interpret performance at a glance. Typical options include:

• Bar or column charts: compare progress across users, teams, or time periods.
• Line charts: show progress trends over time.
• Summary views or tables: display exact values and percentages toward target.

Select the visualization that best fits your audience. Executives may prefer a high-level bar chart, while managers often appreciate a detailed table with exact progress percentages.

Step 5: Configure the goal metrics displayed

After you pick a visualization, choose which goal-related metrics appear in the report. Depending on your configuration, you may be able to display:

• Target value for the goal.
• Actual value achieved.
• Percentage of goal completed.
• Remaining amount to hit the goal.

Adjust the fields or columns so viewers can immediately understand both the target and how far along they are toward reaching it.

Customizing Hubspot goal progress reports

Once the base report is created, additional customization can make the data easier to analyze and share.

Adjust sorting and grouping

Use sorting and grouping options to organize the report in a way that matches how your team reviews performance. You might:

• Sort users from highest to lowest progress.
• Group results by team or region.
• Order time periods chronologically to highlight trends.

These adjustments do not change the underlying goals; they just improve how results are displayed.

Refine columns and labels

In table-style views, you can modify which columns appear and how they are labeled. For example, you can:

• Hide technical fields that are not useful for everyday viewers.
• Rename columns to match internal terminology.
• Reorder columns so the most important metrics appear first.

Clear labels and a logical column order improve adoption across your organization, especially for stakeholders who are less familiar with the reporting interface.

Save, share, and reuse the report

After you configure the report to your liking, save it so it remains available to you and, depending on your permissions, to other users.

1. Click the save option in the report builder.
2. Give the report a descriptive name, such as “Monthly Sales Goal Progress”.
3. Choose whether the report is private, shared with specific users, or available to all appropriate users.

Saved reports can often be added to dashboards, scheduled in recurring emails, or revisited for future analysis. This helps you standardize how your teams review goal progress in Hubspot over time.

Best practices for reliable Hubspot goal reporting

To keep your goal progress reports accurate and useful, follow these best practices:

• Keep goals up to date: regularly review goals so targets and owners remain accurate.
• Align time frames: match report date ranges with how your goals are scheduled.
• Standardize naming: use consistent goal names and descriptions so users can quickly recognize them in reports.
• Test filters: verify that each filter combination returns the data you expect.
• Document report usage: provide a short description for each saved report so others know when and how to use it.

When configured well, goal progress reports can become a central part of your performance review workflows.

Learning more about Hubspot goal reports

If you want to go deeper into the technical details of goal progress reports and available options, you can review the official documentation on creating goal progress reports at Hubspot's knowledge base. It includes the latest product specifics, interface labels, and any new capabilities that may have been added.

For broader strategy around analytics, reporting, and CRM configuration, you can also explore expert consulting resources such as Consultevo, which focuses on helping teams design scalable reporting frameworks that align with their business goals.

By combining well-structured goals with carefully configured goal progress reports, you can use Hubspot as a reliable source of truth for tracking performance, identifying trends, and ensuring each team member understands how their efforts contribute to overall results.

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