We are an IT service & solution provider. We sell products whcih generate GP (Gross Proft). We sell professional services (PS). We sell managed IT services (MRR). We have sales reps with annual and/or quarterly sales targets (Goals) for each of these 3 lines of business. We would like to use Hubspot to create GP, PS and MRR goals for each rep and for the company as a whole. We have created the goals successfully. The issue is only the Amount field is able to be used as the numerator when trying to determine a reps attainment against their goal(s). We have created custom deal properties such as Total GP or Project Service Revenue or MRR TCV which are calculated properties. We wish to be able to use the calculated properties we have created instead of the Amount property when creating a Forecast. We wish to forecast separately for GP, PS and MRR by seller. Some of our pipeline and opportunities include product GP + PS + Managed Services which means the Amount field is a combination of GP + PS + MRR values which makes it impossible to use to forecast individual lines of business. Custom, Flexi-Forecasting where a user can select whatever property they wish as the numerator relative to whatever Goal (Denominator) is what I am wanting to suggest. The data is in the system. I do not believe it would be a difficult undertaking to enable this functionality. It would help our business get more out of Hubspot and would very likely would help every business in other industries as we all have multiple lines of business which require more flexibility when creating goals, forecasts and then more relevant reports - at both a sales rep as well as company level. Thank you. Happy to engage more if desired to help figure it out together.
Have you considered splitting your three product lines into three separate pipelines? Then you set goals for each rep in each pipeline, and then you can break down the forecast tool by those pipelines.