topic Using Win Probability to Forecast Revenue in CRM

Using Win Probability to Forecast Revenue

FWhite — Fri, 19 Oct 2018 15:20:26 GMT

How can I use the win probability to forecast revenue for deals in Hubspot?

Re: Using Win Probability to Forecast Revenue

jennysowyrda — Tue, 23 Oct 2018 18:18:14 GMT

Hey @FWhite,

You can use the deal forecast widget on your sales dashboard for this.

Thanks,
Jenny

Re: Using Win Probability to Forecast Revenue

FWhite — Thu, 25 Oct 2018 13:17:34 GMT

Thank you!

Re: Using Win Probability to Forecast Revenue

sklein — Mon, 01 Jul 2019 20:53:17 GMT

The Deal Forecast widget doesn't appear to factor in the %? As an example: If I have 1 deal in Qualification stage (10%) for $100,000; 1 deal in Proposal stage (50%) for $100,000, and 1 deal in Awaiting signature/Verbal commitment (90%) stage for $100,000. I would expect the widget to show me:

10,000 (10%x100k)+50,000 (50%x100k)+90,000 (90%x 100k)=$150k.

Instead it's just showing me $300,000. (100k+100k+100k).

It should factor in the % probability, correct?

Re: Using Win Probability to Forecast Revenue

michelegarcia1 — Fri, 15 Nov 2019 13:22:01 GMT

I have exactly the same problem! Tried to solve with calculated properties, but it didn't work the way I need.