Ability to forecast on a custom amount property

Problem - Some customers forecast on other properties that are not the ‘amount’ property.

Solution - Being able to forecast on other custom amount properties within the forecast app. This would mean creating goals on another property or having the ability to create goals on more than one number property so that you can track different numbers.

We could really use this, too! It requires us to work outside of the platform for the time being.

Hi All, HubSpot now allow companies to forecast on their custom amount properties just as an FYI. It is working great for us. Feel free to ask questions.

Hi @JGeraghty - really? I had no idea! I can’t find a way to choose a custom value. Even in the Forecast settings I still see the classics. Any insights appreciated :folded_hands:

It is because we are part of the test BETA group. I thought it may have been released to all customers by now. I can find out from the HubSpot product manager responsible for this feature and post an update here.

No worries @JGeraghty - my mistake. I needed to opt into the beta and found the ability to create the new forecast board. So much value in such a seemingly small update. Sorry for the noise and thanks again, your ping here woke me up to this.

Hello! My name is Hallie, and I’m an Associate Program Manager on the CXM team here at HubSpot. I’m happy to share that you can now use custom date and currency deal properties in a forecast! You can read more about this update here. :blush: