Create custom goal line for 20 companies per week in sequence enrollment dashboard

using Coefficient excel Add-in (500k+ users)

Build custom weekly goal lines showing 20 companies per week in HubSpot sequence dashboards using spreadsheet-based visualization and live data.

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Creating a custom goal line for 20 companies per week in sequence enrollment dashboards requires bypassing HubSpot’s monthly goal limitations, which can’t properly represent consistent weekly targets due to varying month lengths.

You’ll learn how to build this custom goal line through a structured approach that gives you true horizontal reference lines.

Build custom weekly goal lines using Coefficient

HubSpot’s monthly goals show inconsistent weekly targets ranging from 15-25 companies depending on the month’s week count. Coefficient enables you to create custom goal lines with true weekly consistency.

How to make it work

Step 1. Connect and import sequence enrollment data.

Import sequence enrollment data from HubSpot or HubSpot using Coefficient. Make sure you capture enrollment dates and company counts so you can group by week properly.

Step 2. Calculate weekly enrollments using spreadsheet formulas.

Use functions like WEEKOF and SUMIF to group enrollments by week. This gives you clean weekly aggregation that aligns with your 20 companies per week target.

Step 3. Create a dedicated goal line column.

Add a column showing “20” for each weekly period – this becomes your static reference. Unlike HubSpot’s variable monthly distribution, this stays consistent across all weeks.

Step 4. Build dashboard charts with two data series.

Create charts with actual weekly enrollments as variable bars or lines and your 20 companies goal as a horizontal reference line. This gives you the visual benchmark HubSpot can’t provide.

Step 5. Add advanced customization options.

Use conditional formatting to highlight weeks above or below the 20 company target. Add cumulative goal tracking (20 × week number) for quarterly performance, and set up Coefficient alerts when weekly enrollments fall below target.

Get the dashboard with proper weekly goals

This approach delivers a dashboard with a true horizontal goal line at 20 companies per week, eliminating the inconsistent targets from HubSpot’s monthly goal system. Start building your custom weekly goal dashboard today.

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