HubSpot goal setup rebuilt: cleaner targets, fewer dead ends | Shipped Nov 2026

Sidekick's What Just Shipped · Nov 2, 2026 · 7m · transcript

HubSpot rebuilt how goals get created and edited. We walk through what HubSpot documents today: who can create and be assigned goals, the measures for sales and service teams, the template flow, unique goal names and saving alerts, revenue goals in the forecasting tool, the three contributor options, durations and the forecast period match, and the targets table with its bulk action ribbon, frozen columns, and CSV imports, plus editing: adding users or teams, cloning goals, progress timing, and what cannot change after creation. First thing to try: build next year's goals from a template…