# Deal forecast

**URL:** <https://community.hubspot.com/t/deal-forecast/77605>\
**Category:** Dashboards & Reporting\
**Tags:** professional\
**Created:** [March 21, 2023, 8:26am UTC](https://community.hubspot.com/t/deal-forecast/77605 "2023-03-21T08:26:27Z")\
**Posts on this page:** 5\
**Page:** 1

<div class="post-metadata">

**Author:** ![phtheref](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/phtheref/32/2490_2.png) [@phtheref](https://community.hubspot.com/u/phtheref)\
**Post date:** [March 21, 2023, 8:26am UTC](https://community.hubspot.com/t/deal-forecast/77605/1 "2023-03-21T08:26:27Z")

</div>

Hi!  
Cannot find a way to do this (noob 😉  
How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example:  
I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages):  
First deal 200 € MRR, close date 31.5.2023  
Second deal 300 € MRR, close date 15.8.2023  
I want to achieve forecast (maybe here is cash flow perspective also) which tells me:  
Forecast of deals:  
April 0 € MRR  
May 200 € MRR  
June 0 € MRR, achieved from 3/23 200 € MRR (this can be other dashboard also)  
July 0 € MRR, achieved from 3/23 200 € MRR  
August 300 € MRR, achieved from 3/23 500 € MRR  
So I’d like to see per each upcoming month what might be forecast of deals MRR sum and what is total won deals MRR per month  
Is this understandable question?

---

<div class="post-metadata">

**Author:** ![PamCotton](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pamcotton/32/47916_2.png) [@PamCotton](https://community.hubspot.com/u/PamCotton)\
**Post date:** [March 21, 2023, 6:01pm UTC](https://community.hubspot.com/t/deal-forecast/77605/2 "2023-03-21T18:01:15Z")

</div>

Hello @phtheref thank you for posting in our Community!

Let’s invite some top experts to share their thoughts about it, [@Phil\_Vallender](https://community.hubspot.com/t5/user/viewprofilepage/user-id/74) [@Bruno\_Teixeira](https://community.hubspot.com/t5/user/viewprofilepage/user-id/84940) [@Mike\_Eastwood](https://community.hubspot.com/t5/user/viewprofilepage/user-id/9259) any recommendations to

@phtheref matter?

Thank you,

Pam

---

<div class="post-metadata">

**Author:** ![Bruno\_Teixeira](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bruno_teixeira/32/19215_2.png) [@Bruno\_Teixeira](https://community.hubspot.com/u/Bruno_Teixeira)\
**Post date:** [March 22, 2023, 8:06am UTC](https://community.hubspot.com/t/deal-forecast/77605/3 "2023-03-22T08:06:50Z")

</div>

Hello @phtheref , did you try to create a deal report displaying the properties Amount and Weighted amount in two columns ? It might show the result you’re looking for.

---

<div class="post-metadata">

**Author:** ![phtheref](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/phtheref/32/2490_2.png) [@phtheref](https://community.hubspot.com/u/phtheref)\
**Post date:** [March 22, 2023, 8:21am UTC](https://community.hubspot.com/t/deal-forecast/77605/4 "2023-03-22T08:21:26Z")

</div>

Hi!  
I’ve tried but I am trying to achieve something like this:

 ![phtheref_0-1679473029883.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/c/fc1903e5be52277cbf5dcdce3dae9e89cd5f3e87.png)

I haven’t found a way to get report/dashboard which shows be data per month. And if going “deeper” it should be something like this:

 ![phtheref_1-1679473202347.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/6/659c6cd6fc4aeb7005f4736d8f25b47ed7a36259.png)

However this is “not ready” because it is not showing monthly MRR amounts.  
Also this first picture should be MRR amount - not ACV amount because as a SAAS service provider we are mostly interested MRR forecasting.

---

<div class="post-metadata">

**Author:** ![phtheref](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/phtheref/32/2490_2.png) [@phtheref](https://community.hubspot.com/u/phtheref)\
**Post date:** [March 23, 2023, 7:15am UTC](https://community.hubspot.com/t/deal-forecast/77605/5 "2023-03-23T07:15:58Z")

</div>

This is what I “know” and get a result… This shows MRR (not weighted) values:

 ![phtheref_0-1679555188005.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/a/c/acd81093495fe85fe3da6c4a14f830d3c507a421.png)

I really don’t want to see stages at x-axis but instead of that I’d like to see months and weighted (and not weighted) MRR values based on close dates.  
Question is: If CEO asks COO how much cash flow (how much our MRR is growing) we’ll get upcoming 6 months based on our pipeline deals with correct stages where are close dates. I cannot find a way to create report or dashboard (or know how to do it).  
This is first step to achieve. Off course there are next steps which includes possibility to filter dashboard with different line items (products) and so on. But at least I’d like to achieve this one.  
I am really surprised that there is this kind of reporting out of the box?  
Also this report (this is important) should be available just when sales person is filling line items information about MRR amount and close date. It would be really stupid if it needs something extra manual writing to the other properties to get this forecast.
