Why a deal doesn't appear in the Dashboard

Hi Fabien, this article outlines why a Deal might not be showing up in the Deal Forecast: https://knowledge.hubspot.com/articles/kcs_article/deals/why-are-all-my-deals-not-appearing-in-the-deal-forecast

As it says, there are a few reasons for which this might happen:

  1. An amount must be set for the deal.
  2. The deal’s close date must be within your selected time frame.
  3. The weighted total of the deal stage must represent more than 3% of either the total forecasted value or your quota (whichever is higher).

There is also a note: the quota bar will only appear on the Deal Forecast if the total forecasted value of your deals is greater than 20% of the quota.

Let me know if this does not answer your question. For more questions around Deals/the CRM functionality, I would also encourage you to search our Knowledgebase, https://knowledge.hubspot.com!

May