Hello,
I have setup the sales forecast for me and my colleague in the same team (in the forecast tab). The goals are well setup as well for both of us.
However she cannot see what I’ve done for her. Any idea why it’s appearing on my side, and not hers ?
Thank you!
Hey @CHachem ,
You may want to check her user permissions to make sure that she has access to that. You can see how to change that here: HubSpot user permissions guide
If you need anymore help with your HubSpot, feel free to reach out to us here: https://hivehousedigital.com/
Hi @CHachem,
There are specific user permissions for accessing the forecast. These can be found under Settings > Users & Teams > click on the user in the tab Users or find their permission set in the tab Permissions Sets. This is also explained here: Manage user permissions
The right sidebar should open. In the Sales tab, you can see the permissions for Forecast. (The user needs a paid Sales Hub Professional seat to be able to access the Forecast tool, see here: Use the forecast tool)
Hope this helps!
hey !
Thank you for your answer! However she’s already a super admin, so she has all the permissions already. She actually can access the forecast tab, but it looks like no goal has been setup.
Thank you in advance,
Hi @CHachem,
Has anyone set up a goal for her? If not, HubSpot is not doing this automatically. (Goals can be set up under Menu > Sales > Forecast > Edit goals.)
Best regards!
Hey!
Yes actually I did setup the goals for her. And I can see it on my end. But when she opens the forecast on her side, it looks like there’re no goals setup.
Thank you!
Hi @CHachem,
By default, the Forecast page is filtered for a pipeline – can you double check whether you and your colleague have the same filters?
If that’s not it, have you double checked whether you have set up goals exactly for yourself like for your colleague?
Best regards
hey !
Perfect !! that was it!
Thanks a lot for your help!
Best regards
