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FWhite
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Using Win Probability to Forecast Revenue

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How can I use the win probability to forecast revenue for deals in Hubspot? 

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jennysowyrda
Solución
Administrador de la comunidad
Administrador de la comunidad

Using Win Probability to Forecast Revenue

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Hey @FWhite,

 

You can use the deal forecast widget on your sales dashboard for this. 

 

Thanks,
Jenny

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4 Respuestas 4
jennysowyrda
Solución
Administrador de la comunidad
Administrador de la comunidad

Using Win Probability to Forecast Revenue

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Hey @FWhite,

 

You can use the deal forecast widget on your sales dashboard for this. 

 

Thanks,
Jenny

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sklein
Participante

Using Win Probability to Forecast Revenue

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The Deal Forecast widget doesn't appear to factor in the %?  As an example:  If I have 1 deal in  Qualification stage (10%) for $100,000; 1 deal in Proposal stage (50%) for $100,000, and 1 deal in Awaiting signature/Verbal commitment (90%) stage for $100,000.  I would expect the widget to show me:

10,000 (10%x100k)+50,000 (50%x100k)+90,000 (90%x 100k)=$150k.

 

Instead it's just showing me $300,000. (100k+100k+100k).  

It should factor in the % probability, correct?

michelegarcia1
Participante

Using Win Probability to Forecast Revenue

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I have exactly the same problem! Tried to solve with calculated properties, but it didn't work the way I need.

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FWhite
Colaborador

Using Win Probability to Forecast Revenue

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Thank you!

 

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