CRM

FWhite
投稿者

Using Win Probability to Forecast Revenue

解決

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

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jennysowyrda
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Using Win Probability to Forecast Revenue

解決

Hey @FWhite,

 

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

 

Thanks,
Jenny

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4件の返信
jennysowyrda
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Using Win Probability to Forecast Revenue

解決

Hey @FWhite,

 

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

 

Thanks,
Jenny

0 いいね!
sklein
参加者

Using Win Probability to Forecast Revenue

解決

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
参加者

Using Win Probability to Forecast Revenue

解決

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
投稿者

Using Win Probability to Forecast Revenue

解決

Thank you!

 

0 いいね!