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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s chart editor doesn’t support adding goal markers or reference lines to stacked bar charts showing revenue by salesperson. While you can create stacked bars showing revenue breakdowns, there’s no way to overlay yearly sales targets or quota lines on these visualizations within HubSpot’s native reporting.
Here’s how to create enhanced revenue charts with yearly goal markers that provide the visual quota tracking sales leadership needs.
Create enhanced revenue visualizations with goal markers using Coefficient
Coefficient provides a solution by enabling advanced chart customization in spreadsheet environments. You can import revenue data, integrate yearly goals, and create stacked bar charts with horizontal reference lines that are impossible in HubSpot’s chart builder.
How to make it work
Step 1. Import revenue data broken down by salesperson.
Use Coefficient to pull HubSpot deal data with revenue amounts broken down by salesperson and any additional dimensions you need like time period or product line. This gives you the foundation data for your enhanced charts.
Step 2. Integrate yearly sales goals from HubSpot.
Import your yearly sales goals from HubSpot’s Goals feature or input target values manually in your spreadsheet. Organize this data to align with your revenue breakdown structure.
Step 3. Build stacked bar charts with goal reference lines.
Create stacked bar charts in Excel or Google Sheets that show revenue by rep with horizontal reference lines indicating yearly quotas. Use combination chart types to overlay goal markers on your revenue bars – a feature completely unavailable in HubSpot’s visualization options.
Step 4. Add progress tracking and dynamic time adjustments.
Add calculated fields showing year-to-date progress toward annual goals as percentages using =ytd_revenue/annual_goal*100. Use spreadsheet functions to automatically adjust goal markers based on time elapsed in the year, showing prorated targets for current performance assessment.
Step 5. Set up automated updates for current data.
Schedule regular imports to keep your closed revenue vs target reporting current without manual chart recreation. This ensures your goal markers always reflect the latest performance data.
Get the visual quota tracking HubSpot can’t provide
This approach overcomes HubSpot’s reporting limitations around chart customization and provides the visual quota tracking that sales leadership needs for effective performance management. Start building your enhanced revenue charts with goal markers today.
