Adding Associated Company to Forecast

[SVaupell]

Hello, 

I finally have our reps adding "Deals" into Hubspot for our owner to be able to start seeing clearer, what will be closing and when.  I cannot find a way to add the Associated Company, which I have included in the Deal info to be entered, to show up in the Forecast.

It feels like this should be an obvious toggle somewhere, but I can't find it.  

Thank you!!!!

Steve

[faithantion]

As an earlier post indicated, Associated Company can be seen under the Deals view, but I second the original poster's request to have Associated Company and Associated Contact columns accessible for adding to the Forecast view. The Forecast view is designed to help Sales Managers coach reps on actions based on Last Activity Date and Next Step, but that coaching is inefficient when a Sales Manager has to open every Deal in a new tab just to see the Company and/or Contact the Deal is associated with. Adding those columns will improve the usability of the Sales Forecast view and decrease reliance on redundant workarounds (such as copying Associated Company name to a custom Deal property).

[karstenkoehler · Accepted solution]

Hi @SVaupell,

Usually the Deals view has this Associated with column included already. It's the sixth column for me under Menu > Sales > Deals.

If that's not the case for you or if you want to re-arrange columns, you can do so by clicking Table actions > Edit columns.

Let me know if this answers your query!

[SVaupell]

Good Morning!  This will definitely work.  Admittedly, I hadn't looked for it under deals and was trying to see it under the forecast section.  Thank you!