Ranges of forecasted amounts

SDavis6
Participant

Is there a best practice for showing what is a proposal amount vs what the forecast amount?  Are people using different deal properties to capture this or is there another way to reflect amount ranges or potential upside?

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2 Replies 2
Josh
Recognized Expert | Platinum Partner

Hi @SDavis6,

 

I'm not sure I fully understand your question. Can you elaborate?

I think you might be saying that the proposal amount might be different from the deal value because you are providing multiple options, variations, or potential negotiations. Is that correct? 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

SDavis6
Participant

Yes, that's correct.

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