Features of the forecast tool
Posted: Sun Feb 16, 2025 9:14 am
Sales forecast visualization
Sales are forecast based on the closing date, amount, and probability of winning of each deal (opportunity). You can easily grasp the progress towards achieving the goal and accurately forecast future sales.
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Pipeline integration
Forecasting is linked to your deal pipeline, predicting future outcomes based on the status of current deals, allowing you to strategically adjust your sales activities.
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User Privilege Management
You can also manage permissions for different users of the forecasting tool, for example a team manager can manage the global forecast, while sales reps can only edit their own forecasts.
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Permission settings can be managed in the "Users and Teams" section cameroon number data of HubSpot's settings. For more information, see HubSpot's official knowledge .
Forecast Setup Steps
From here, we will explain how to set up an actual forecast.
1. Access the Forecast Settings menu
Click the gear icon (settings) in the upper right corner of the HubSpot screen. Select "Objects" from the menu on the left and click "Forecast."
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2. Choose how to display transaction amounts
In "Forecast Transaction Amount," select the transaction amount you want to display. The amount managed here is the order amount for the transaction (sales negotiation).
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3. Set up forecast categories for your deal pipeline
Click on the Forecast "Pipeline" tab and select the pipeline you want to use from the drop-down menu to set the pipeline forecast category .
The forecast categories are classified into the following five levels according to the degree of certainty of the transaction .
Sales are forecast based on the closing date, amount, and probability of winning of each deal (opportunity). You can easily grasp the progress towards achieving the goal and accurately forecast future sales.
hs-forecast2
Pipeline integration
Forecasting is linked to your deal pipeline, predicting future outcomes based on the status of current deals, allowing you to strategically adjust your sales activities.
hs-forecast4
hs-forecast3
User Privilege Management
You can also manage permissions for different users of the forecasting tool, for example a team manager can manage the global forecast, while sales reps can only edit their own forecasts.
hs-forecast5
Permission settings can be managed in the "Users and Teams" section cameroon number data of HubSpot's settings. For more information, see HubSpot's official knowledge .
Forecast Setup Steps
From here, we will explain how to set up an actual forecast.
1. Access the Forecast Settings menu
Click the gear icon (settings) in the upper right corner of the HubSpot screen. Select "Objects" from the menu on the left and click "Forecast."
hs-forecast6
2. Choose how to display transaction amounts
In "Forecast Transaction Amount," select the transaction amount you want to display. The amount managed here is the order amount for the transaction (sales negotiation).
hs-forecast7
3. Set up forecast categories for your deal pipeline
Click on the Forecast "Pipeline" tab and select the pipeline you want to use from the drop-down menu to set the pipeline forecast category .
The forecast categories are classified into the following five levels according to the degree of certainty of the transaction .