This guide walks through how to validate your funnel stage goals in Hockeystack and confirm they align with the data in your CRM.

Step-by-Step Validation Process

1. From the left-hand navigation, open Atlas.

2. Under the Categorize section, select Goals.

3. On the Goals page, update the date range in the top-right corner to a single, static month

   • Example: December 1st–31st

4. Pull the corresponding report from your CRM for each individual goal.

   • Think of this as answering a question like:

     How many MQLs did we produce in the month of December?

5. Compare the results and confirm the numbers match 1:1 between Hockeystack and your CRM.

Important Reminders

• Funnel stage goals in Hockeystack are built directly off the stages defined in your CRM. Any differences in stage definitions can impact goal counts.
• When validating goals, a static date range is required. Rolling date ranges should be avoided.
• Hockeystack pulls data dynamically, meaning a record that just appeared in your CRM (for example, a newly created MQL) may not yet be reflected in Hockeystack. Using a static month ensures both systems are being compared fairly.

What to Send If You See a Discrepancy

If the numbers do not match, please provide the following so we can assist:

• A screenshot from your CRM showing how the goal is defined, and
• The expected value for the static date range based on your CRM data

This information allows us to review and validate the data from the backend.