Thanks for replaying.
A good suggestion! A few comments though:
- We start forecasting from the very first stage in Hubspot. This often means that the Items change during the lifetime of the Deal, meaning that the Revenue Increase would also change accordingly to the change in Items. With this solution we would need to manually calculate the change in Revenue Increase each time we change an Item. This is not scalable for our department because each sales rep at any given time works with 25 - 50 Deals.
- If we do this anyway, would we then be able to create a forecast using the native fields for Probability, and Close date, and then create a new Forecast Amount field that automacially calculated the weighed amount based on Revenue Increase, Forecast Probability and Close Date?
As an solution for Closed Won Deals (maybe also Closed Lost Deals) this is definately something that could work - didn’t think about that, but I don’t see it as a great solution for Forecasting due to many manual calculations during the lifespan of the Deal.