Thank you KEssop
The ability to define the fiscal year is a step in the right direction. What I miss, however, is the possibility to deposit a budget to be reached, let’s say 6 million, that is 500,000 per month. I have found a variant on the Forecast level, but there I have to enter a budget per person. However, we are not USA Sales-driven per person, but as a whole team or as a company. We all want to reach the goal and we do not book a turnover per person, but simply on the group. I am looking for a solution for this.
One version would be to enter a fictitious employee and then assign a sales license. I would then take this fictitious person into the forecast and store the 500’000 per month. I would then post the invoices created from our project management tool (not HubSpot) to this fictitious person via Zapier. What do you think, could this work?