CRM

FWhite
Contributor

Using Win Probability to Forecast Revenue

SOLVE

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

1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Using Win Probability to Forecast Revenue

SOLVE

Hey @FWhite,

 

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

 

Thanks,
Jenny

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4 Replies 4
jennysowyrda
Solution
Community Manager
Community Manager

Using Win Probability to Forecast Revenue

SOLVE

Hey @FWhite,

 

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

 

Thanks,
Jenny

0 Upvotes
sklein
Participant

Using Win Probability to Forecast Revenue

SOLVE

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
Participant

Using Win Probability to Forecast Revenue

SOLVE

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

0 Upvotes
FWhite
Contributor

Using Win Probability to Forecast Revenue

SOLVE

Thank you!

 

0 Upvotes