Jun 1, 2020 3:50 AM
Nov 19, 2020 12:15 PM
I have an exaclty same request: Since we have deal close date and deal value, I need to project the performance based on this data. At this time it's being addressed by exporting the deals data and running reports in Excel. BI tools such as Sprinkle are too powerful for such a simple task.
All I'm looking for is a simple graph, which shows MRR development over time - Current and Projected.
Aug 3, 2020 7:35 AM
Thank you for the elaborate description of the problem. I actually have the same question and looking for a solution. I've also tried building a custom report but run in the same issues you did.
I assume there is no way to do this within HubSpot and will use an additional tool for this. I let you know once I've found something. Maybe it's worth sharing.
Jun 7, 2020 8:55 PM
Thanks for letting me know about the Sprinkle. But I have no idea how can I resolve my question with this. What kind of feature can help me to forecast the MRR? Is it 'Transformation Pipelines' or 'Auto scheduling and dependency management'?
Then, is there no way to see the MRR forecast in HubSpot? My customers definitely don't want to use another tool. They prefer to communicate with a Korean local agency like us for clear communication and a fast working process. But if we integrate an external tool with HubSpot which doesn't have a Korean local agency, customers will think it is inefficient.
Jun 4, 2020 4:11 AM
Thanks for reaching out.