@SRoberts I totally agree! I’ve also had that challenge with trying to sort between different deal types in the forecast. As a FoodTech company, we have recurring clients and one-time event clients. Our AEs are held to a quota of recurring clients sold but without an exclusion filter on deals, my forecast is always overstated because it includes one-time events.
The only solution I can think of, which isn’t great for reps & managers, would be to create a separate pipeline for one-time events (or parent vs child deals in your example). The Forecast tool is linked to a pipeline, so in this way you could do the splitting yourself and then have an accurate forecast. I can’t imagine the headache it would be to have my sales team having to juggle two pipelines but technically this would work.
HUBSPOT! Please help us!