How to Create Custom Goals in Hubspot

Using Hubspot to track performance is far more powerful when you define clear, measurable goals that match your sales and service processes. This step-by-step guide explains how to create, assign, and manage custom goals so your teams always know exactly what they are working toward.

The instructions below are based on Hubspot's goals tool and apply to supported object types such as deals, calls, and other activities your team measures regularly.

Before You Create Hubspot Custom Goals

Before you start configuring goals, make sure you understand how the goals tool works in your portal and what limitations apply. This helps you avoid confusion later when editing or reporting on your targets.

Key details about Hubspot goals

• Goals are usually defined per user, team, or pipeline, depending on the specific goal type.
• Some goal types support monthly or quarterly targets, while others may only support specific cadences.
• Edits to an existing goal can affect reporting going forward, so review changes carefully.
• You can only delete certain goals under specific conditions, such as when time periods have not started.

If you are unsure which objects and properties you can use to define goals, review the official documentation on the Hubspot knowledge base at this reference page.

How to Access the Hubspot Goals Tool

To begin working with goals, you must first navigate to the correct area in your account. Access is usually restricted based on your subscription level and permissions.

1. Log in to your Hubspot account.
2. In the main navigation bar, go to the reporting or analytics section where the goals tool is located.
3. Select the goals dashboard to view existing goals or to start creating new ones.

Once you are on the goals dashboard, you can filter, sort, and drill into specific goal records depending on your needs.

Create a New Hubspot Custom Goal

Custom goals let you tailor performance targets to your exact business process. Follow these steps to set up a new goal from scratch.

Step 1: Start a new goal

1. On the goals dashboard, click the button to create a new goal.
2. Choose the goal type, such as revenue, deals created, calls made, meetings booked, tickets closed, or another supported metric.
3. Select the object or pipeline the goal should apply to, if prompted.

Step 2: Configure goal details in Hubspot

Next, define what success looks like and how Hubspot should measure it.

• Name: Add a clear, descriptive name that indicates the metric and the team or owner, for example "Q3 New Business Revenue".
• Measurement: Choose the property or value that will be tracked for progress toward the goal.
• Time period: Select the start and end dates, or a recurring cadence such as monthly or quarterly.
• Target value: Enter the amount or count that must be achieved within the chosen time frame.

Review all settings carefully. Incorrect dates or target values can distort your performance reports.

Step 3: Assign owners to your Hubspot goal

Most goals need a responsible owner so performance can be attributed correctly.

1. Select whether the goal will be assigned to individual users, teams, or both.
2. For user-based goals, choose each user and set their specific target if it differs from the overall goal.
3. For team goals, select the team and define whether team progress is aggregated or split by members.
4. Save the assignments to finalize ownership.

If you are managing multiple teams or regions, create separate goals so that each group has a clearly defined target.

View and Track Hubspot Goal Performance

After creating your custom goals, monitor performance regularly so you can respond quickly to trends.

Use the goals dashboard in Hubspot

• Open the goals dashboard to see all active and upcoming goals.
• Filter by user, team, goal type, or time period to focus on specific segments.
• Check progress bars, achieved values, and remaining amounts for each goal.
• Drill into individual goal records to see detailed performance breakdowns.

These views help sales and service leaders understand whether they are on pace to hit targets or need to adjust activity levels.

Reporting on Hubspot custom goals

In many portals, goals can be referenced in reports or dashboards to provide additional context for performance.

• Combine goals with standard reports to compare real results against targets.
• Use filters to focus on specific pipelines or products related to each goal.
• Share dashboards with stakeholders so they can see progress at a glance.

Always confirm which reporting features are included in your subscription, as some goal-based reports may only be available on certain plans.

Edit Existing Hubspot Goals

Business conditions change, and you may need to adjust targets as you refine strategy. You can edit many goal settings directly from the goals dashboard.

How to update a goal

1. Open the goals dashboard in Hubspot.
2. Locate the goal you want to change using filters or search.
3. Click the goal name to open its details.
4. Edit fields such as the goal name, time period, or target value, depending on which options are allowed.
5. Save your changes to apply the new configuration.

Keep in mind that changing time periods or target values after a goal has started can affect how historic performance appears in reports.

Modify goal owners in Hubspot

When team structures change, you may need to reassign ownership.

• Open the goal and navigate to the ownership or assignment section.
• Remove users or teams that no longer own the goal.
• Add new owners and define their individual targets if necessary.
• Save the updated ownership list.

Document ownership changes internally so everyone understands who is accountable for each goal.

Delete or End Hubspot Goals

Sometimes you will need to clean up outdated or incorrect goals. Deleting or ending goals should be done carefully, since it may affect historical records and reports.

When you can delete goals

Depending on your configuration, you may only be allowed to delete certain goals under specific conditions, such as:

• The goal has not yet started.
• No progress has been recorded toward the target.
• The goal is a test or placeholder that is no longer needed.

Check your portal's rules and confirm which goal types support deletion.

Steps to remove a goal in Hubspot

1. Open the goals dashboard.
2. Find the goal you want to remove.
3. Open the goal details and look for the delete or remove option.
4. Confirm the deletion when prompted.

If deletion is not available, you may need to let the goal period expire naturally or adjust the target to zero to indicate that it is no longer active.

Best Practices for Managing Hubspot Custom Goals

Well-structured goals help your organization stay aligned and focused. Keep these practices in mind when working with the goals tool.

• Define clear, realistic targets that reflect your current funnel and resources.
• Use separate goals for different teams, regions, or product lines for accurate tracking.
• Review goals at regular intervals and adjust when market conditions change.
• Communicate updates to all users impacted by goal changes.
• Combine goals with activity coaching so users understand how to hit targets.

If you need help designing a complete reporting and goals strategy around Hubspot, you can consult specialists such as Consultevo for implementation support and optimization guidance.

Next Steps

Now that you know how to create, assign, edit, and manage custom goals, review your current Hubspot setup and identify which metrics matter most to your teams. Start by building a small set of focused goals, then expand as your reporting needs grow. With consistent goal management, your portal becomes a reliable source of truth for performance across sales and service.

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