Forecast - Amount field configuration
SOLVE
1 Accepted solution
Forecast - Amount field configuration
SOLVEHi @InmaIID,
I believe by default the forecast tool will only use the default amount field.
I'm not sure if this will be helpful for you, but for one of our clients, we used a combination of calculated properties and a workflow to adjust the default amount field based on additional conditions that were related to the deal. For example:
- Default deal value was $100
- Additional option was $10
- New Default deal value $110
While forecasting still uses the default, the default amount was adjusted based on variables.
Again, may or may not be helpful for this situation, but the starting goal was similar so I thought I'd mention it.
Josh
Thanks for the ping @TiphaineCuisset
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
Forecast - Amount field configuration
SOLVEHi @InmaIID
Thank you for reaching out.
I want to tag some of our experts on this - @Dan1 @Jonno_Price @Josh do you have any thoughts for @InmaIID on this?
Thank you!
Best
Tiphaine
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Forecast - Amount field configuration
SOLVEHi @InmaIID,
I believe by default the forecast tool will only use the default amount field.
I'm not sure if this will be helpful for you, but for one of our clients, we used a combination of calculated properties and a workflow to adjust the default amount field based on additional conditions that were related to the deal. For example:
- Default deal value was $100
- Additional option was $10
- New Default deal value $110
While forecasting still uses the default, the default amount was adjusted based on variables.
Again, may or may not be helpful for this situation, but the starting goal was similar so I thought I'd mention it.
Josh
Thanks for the ping @TiphaineCuisset
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
