Pick reps from the HubSpot owners table in Snowflake, choose team and weekly target, set monthly goals for teams and channels, then save. Names must match how deals resolve owners (title case from first + last).
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Monthly goals ($)
Jan–Dec per division. In-House = revenue channel; In-House Floor = BDC team. Saved with the rest of the goals config.
On board
Name
Owner ID
Team
Weekly target ($)
After saving, run /api/lasSalesSync so dashboards refresh.
Rows with Saved only are in your goals file but not in Snowflake's owner list (legacy).
Owner picker excludes HubSpot archived users by default.