topic Re: Creating Monthly forecast for each company based on pipeline? in Dashboards & Reporting

Creating Monthly forecast for each company based on pipeline?

AOrt — Thu, 26 Dec 2024 16:24:13 GMT

Hello! So I have kind of a specific thing I'm trying to do. We have a handful of different pipelines that we're curious on the revenue for (compared to what we think it will be). I've seen that we can do monthly forecast for salespeople but can we do a monthly forecast on what we expect to make for each company for each pipeline?
The main reason is because we'd like to track our actual revenue compared to this and be able to pull a report for it easily. So far the 2 answers I've heard are to use something like Zapier, or to create a bunch of custom goals which would take a while.

Any ideas on how to do this in hubspot would be greatly appreciated. Thanks!!

Re: Creating Monthly forecast for each company based on pipeline?

PamCotton — Thu, 26 Dec 2024 23:37:08 GMT

Hey @AOrt, thank you for reaching out!

I would recommend creating monthly forecasts for each company based on pipelines in HubSpot using custom reports and forecasting tools. After, you can associate deals with their respective companies and use properties like "Deal Amount" and "Close Date" to group data by pipeline and timeframe.

To our top experts @TomM2 and @Brenner any recommendations for @AOrt matter?

Thank you,

Pam

Re: Creating Monthly forecast for each company based on pipeline?

AOrt — Mon, 30 Dec 2024 17:04:37 GMT

So by that do you mean listing the companies as pipelines? Just want to confirm because I still have actual pipelines that I would like to breakdown.

Re: Creating Monthly forecast for each company based on pipeline?

Brenner — Tue, 07 Jan 2025 16:01:11 GMT

Helloo, @AOrt

Sorry for my delay. Getting into the swing of things now.

Just to check if I understood correctly: you'd like to track revenue forecasts from each company on. your different pipeline?

If yes, you need to know:

> Forecast tool use deals for tracking (tips: you can explore AI Forecast either)

If you want to follow this path, you can:

> Create a custom report, using deals as the main data and companies, and then, you can create pivot tables mixing companies and deals amounts. Unfortunately, you can't see pondered amounts if your account doesn't have Operations Hub Enterprise - to create formulas.

Other option is:

> Create custom companies properties, like:

1. Deal amount;

2. Main pipeline;

3. Deal stage;

4. % of likely to close deal (number in porcentages);

5. Pondered amount (in this case, you can use calculation property following this formula: Deal amount * % of likely to close deal.

This structure could work for you.

Let me know what you think

And thank you @PamCotton , for mentioning me in this post!!

Bests

Re: Creating Monthly forecast for each company based on pipeline?

AOrt — Tue, 07 Jan 2025 17:36:02 GMT

Thank you for the help. We currently have our forecast for each company/pipeline for each month, so I believe our current route will be to simply get the deal amount every week and put it in the spreadsheet we have to compare. Thanks though!

Re: Creating Monthly forecast for each company based on pipeline?

Brenner — Tue, 07 Jan 2025 17:52:26 GMT

@AOrt ,

No problem!

You can send information automatically from HubSpot to Google Sheets by workflow - connecting Google SpreadSheet App.

More details, click here.

Re: Creating Monthly forecast for each company based on pipeline?

GSriram — Thu, 16 Jan 2025 11:37:07 GMT

Hey @AOrt,

It sounds like you’ve landed on a spreadsheet-based approach to track your revenue forecasts per company and pipeline over time. That makes sense for flexibility, especially if you’re already comfortable with Google Sheets.

There are a couple of ways you could streamline this:

1. Using HubSpot Natively (Subscription Dependent)

As @Brenner suggested, you could automate deal data into Google Sheets using HubSpot workflows. This works well if you just need to pull fresh deal data regularly, but as noted, advanced calculations like weighted revenue (deal amount * close probability) may require Operations Hub Enterprise.

2. Using a Third-Party Connector for More Flexibility
If you want a more dynamic setup where your Google Sheet stays in sync with HubSpot without manual exports or workflow limitations, you could explore third-party connectors that offer live syncing and better control over the data you pull in.

I’ve personally been using this connector called Superjoin for a similar workflow, and it’s worked really well for keeping my deal data up to date in Sheets and what I like about it is that it took me minimal to almost no effort to set some workflows up. It also lets me customize the data I bring in, which makes comparing forecasts to actuals much easier.

If you’re looking for something beyond HubSpot’s built-in workflow, it might be worth checking out. Let me know if you have any questions!

Best,
Guru

Re: Creating Monthly forecast for each company based on pipeline?

JWSC — Mon, 17 Mar 2025 06:06:40 GMT

Hi @AOrt , if you’ve been struggling to create a monthly revenue forecast in HubSpot for each company and pipeline—without relying on spreadsheets or external tools—I’ve built a way to do it using custom objects.

With this setup, forecasts are automatically generated when deals reach a certain stage (typically 60%+). They are projected from the deal’s close date using a built-in seasonality model, and Sales gets a prompt to fine-tune the numbers as needed—eliminating the hassle of chasing down updates.

Once orders and revenue come in, they’re automatically matched to the forecast, allowing real-time tracking and reporting. This means you can easily compare expected vs. actual revenue, all within HubSpot—no spreadsheets required.

One of the handiest parts of it is its ability to forecast revenue not just for new deals, but also for larger, ongoing customers. I built this for a non-subscription business where revenue came from orders placed at any time. Future expectations were always estimates, often based on hundreds or even thousands of individual jobs.

So, the tool I built takes an annual revenue expectation and automatically breaks it down into a monthly forecast using each customer’s own seasonality patterns. This made it possible to track revenue trends month by month and compare them to both forecasted amounts and the same period in the previous year—giving clear visibility into spending patterns.

If this is something you’ve been trying to solve, I’ve done it and can help. Happy to chat!

Re: Creating Monthly forecast for each company based on pipeline?

h-recker — Wed, 23 Apr 2025 14:06:25 GMT

Totally get where you’re coming from, HubSpot’s forecasting is usually tied to reps, not companies or pipelines.

We have a lot of teams that use Coefficient from HubSpot's marketplace to get around any HubSpot reporting gaps. You can pull all your deal data into a spreadsheet and keep it live, group it by company and pipeline, and layer in your own logic for expected revenue and actuals. Once it’s set up, you can refresh it automatically each month and build forecasts without custom goals or Zapier chains.

You can even leverage pre-built templates or an AI Sheets Assistant for your build process.

And, if you need the visualizations in HubSpot, you can embed live Sheets charts into a HubSpot dashboard.
Here's a video of how that works.

It’s flexible, fast, and way easier to customize for your reporting needs.