weighted forecast

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New Contributor

Hi,

I am doing my first steps with Hubspot. 

As far as I understand there is no way to have a weighted evaluation of the deal stages?

So if I have a 10.000 deal with 20% the deal stage will still show a sum of 10.000 and not 2.000 - correct?

What is then the best way to see a weighted evaluation of each deal stage?

I want to see each deal stage and for every stage I want the total weighted sum.

Any suggestions?

tia

 

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Community Thought Leader | Diamond Partner

Hi @Heiko 

 

HubSpot's deal forecast reports are weighted by deal stage probability by defulat and can show you the weighted value of deals at each stage and in the pipeline overall. 

 

More info on this report can be seen here: Default sales dashboard reports 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @Heiko 

 

HubSpot's deal forecast reports are weighted by deal stage probability by defulat and can show you the weighted value of deals at each stage and in the pipeline overall. 

 

More info on this report can be seen here: Default sales dashboard reports 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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New Contributor
thanks - that kind of works for me.
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