Hi,
I’m looking for a way to display forecasted vs closed metric in HubSpot. E.g how much was forecasted (in $) for this quarter vs. how much closed (in $)
I’ve looked at Historical snapshot report but that doesn’t give me what I need…any ideas?
@SarahOps - Have you explored HubSpot’s forecasting tool: https://knowledge.hubspot.com/forecast/use-the-forecast-tool?
Failing that, I wonder if the Deal pipeline waterfall report will get you what you are looking for..
Deal pipeline waterfall: revenue changes in the deal pipeline between two periods of time, categorized based on deal amount and close date. When factoring in a deal’s close date, the report uses the date that the deal was moved into a won/lost pipeline stage, or the Close date property if the deal is in an open stage and the Close date is in the future. Deals will be put into one of the following categories:
- Created: the total amount from the deals created during the pipeline change period.
- Pushed: the total amount from deals that were moved from the close date period selected to another close date period. A deal will also appear in this category if its Close date is within the report’s date range and hasn’t been moved to a closed stage by the end of it.
- Pulled: the total amount from deals that moved from another close date period to the close date period selected.
- Decreased: the net decrease in the amounts from deals in the close date period selected.
- Increased: the net increase in the amounts from deals in the close date period selected
- Lost: the total amount from deals that were lost during the close date period selected.
- Won: the total amount from deals that were won during the close date period selected