When goal settings don’t align with reporting periods (monthly goals vs weekly reports), you need alternative methods that bypass the platform’s goal framework entirely due to calendar mathematics and period boundary mismatches.
Here are several alternative methods for weekly enrollment target visualization that work around platform limitations.
Multiple alternative visualization methods using Coefficient
HubSpot’s goal settings are fundamentally incompatible with weekly reporting periods due to calendar math issues. Coefficient offers several alternative methods for weekly enrollment target visualization that provide complete independence from platform period limitations.
How to make it work
Step 1. Use calculated target columns method.
Import sequence enrollment data from HubSpot or HubSpot via Coefficient, then add calculated columns with your weekly targets (20 companies). Create dual-axis charts showing actuals vs targets with complete control over target values.
Step 2. Apply reference line overlays method.
Pull enrollment data into spreadsheets and use charting tools to add horizontal reference lines at target levels. Format reference lines as distinct visual elements (dashed lines, different colors) that stay consistent regardless of data fluctuations.
Step 3. Build variance-based reporting method.
Calculate weekly variance from targets (actual – 20 companies) and display variance charts that highlight over/under performance. Use conditional formatting to emphasize target achievement and make performance gaps immediately visible.
Step 4. Create rolling target windows method.
Set up 4-week rolling targets (80 companies per 4-week period) and display cumulative performance against rolling targets. This smooths out weekly volatility while maintaining target accountability.
Step 5. Implement benchmark comparisons method.
Import historical enrollment data and calculate percentile-based targets (75th percentile of past performance). Display current performance against historical benchmarks with automated updates through Coefficient’s scheduling.
Choose the method that fits your needs
These alternative methods provide accurate weekly target tracking without the distortions created by misaligned goal settings, giving you flexible visualization options. Start building your alternative weekly target system today.