Unfortunately when a user is deactivated (employee left the company), its target/achievement are not part of the forecast functionality anymore. This doesn’t make sense, why? Because of the following reasons:
- Total achievement (team/company level) misslead to wrong numbers communication, because of the missing achievement of user/s deactivated
- Pipeline coverage (team/company) will not be properly calculated because user/s achievements/target are missing
- Forecast itself will not be properly handle due to the missing data
I wish/hope this will be an improvement within product soon, as the feature is not 100% accurate to handle a forecast team/company within HubSpot!
Note: bare in mind employees coming and leaving is a normal thing in a company
I have found a work around which is to keep the user activated, which uses a paid sales seat and does not make any sense. This issue has been raise by several different people, myself included, for a long time and needs to be addressed.
I’m the Product Designer on the forecasting team and I’m happy to share that we released an update today that allows deactivated user data to remain in the forecasting tool.
The deactivated user’s closed won deals they own will continue to count towards goal attainment for the period they were active as well as their forecast submissions. If you’d like to view a deactivated user in the forecast table, open the close date filter and filter to a period where they were active and you’ll see them appear in the table.
We hope this change helps your teams!
If you deactivated a user in the past but did not retain their paid seat/license at the time of deactivation and they are not showing up in the forecasting app, you may need to reactivate that user, assign them a paid seat, and then immediately deactivate them again so that their seat is retained. Moving forward, when users are deactivated, their seats are retained but no longer count towards seat totals or require payment.