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Manage Your Goals in HubSpot

In this webinar, James from Hubstart and Tony from Real Inbound introduce the powerful features of HubSpot's goals functionality. They discuss how goals can be used to track various metrics and performance targets across sales, marketing, and customer service teams. Key Highlights: - **Introduction and Background**: - Tony and James introduce themselves and their companies, Real Inbound and Hubstart, respectively. - They discuss their collaboration and the motivation behind this webinar on HubSpot goals. - **What are HubSpot Goals?**: - Explanation of HubSpot goals as a simple display of progress against performance metrics. - Importance of goals for tracking targets like sales revenue, customer service metrics, and marketing KPIs. - **Navigating and Setting Up Goals**: - Demonstration of where to find goals in the new HubSpot navigation. - Step-by-step guide on setting up a revenue goal, including assigning targets to individual team members. - Explanation of the benefits of visualizing progress against goals for coaching and team management. - **Customizing and Creating Goals**: - Overview of the various templates available for creating goals across different teams (sales, marketing, customer service). - Demonstration of creating a custom goal from scratch, including selecting properties, setting aggregation types, and choosing date properties. - Discussion on the flexibility of custom goals and how they can be tailored to specific business needs. - **Practical Tips and Best Practices**: - Importance of using HubSpot correctly to ensure accurate goal tracking. - Benefits of automated notifications for goal achievements and shortfalls. - Advice on driving adoption of HubSpot tools within teams to maximize the utility of goals. This webinar is a must-watch for HubSpot users looking to leverage goals to track performance metrics and improve team accountability and productivity.