The team loves using the sales forecasting view! Huge hit. Thay’d like to use the HubSpot Default property “Deal Type” as a filter in the Forecasting tool.
To measure New Business vs Expansion
Thanks!
Agreed, this would be so valuable. It’s important our team can further filter down to which deals can included in the forecasting tool to isolate the true progress to the goal. Not every deal in the pipeline may pertain to a specific new bookings/revenue goal and it would be beneficial to align teams on actual progress to the goal to better understand where we need additional pipeline coverage and attention.
If we could segment by business line or deal type within this feature, it would create a ton of additional value.
same. we need a way where we can exclude specific deal ids, Deal Types, and skus from the forecast
+1 for this.
I have tried excluding this as a branch in Forecast work flows, but it does not cascade through to the forecast.
I previously had seperate teams handling New and Existing business, so had them split into different teams in Hubspot, but now have multiple team members working on both types.
Understanding reports can remove this, I want to have my teams and business stakeholders able to view at the forecast page at a glance.