weighted forecast

[Heiko]

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

[rj008]

Hi @EHanwell and @Phil_Vallender,

I am experiencing this same issue and figured out the problem. There are two canned revenue forecast reports: (1) Revenue forecast by deal stage and (2) Deal revenue forecast by stages. The former does not work properly. It shows the entire deal amount regardless of the deal probability. The latter does show the forecast amount based on deal probability. 

Hubspot, can you please fix the Revenue by deal stage report?

[Phil_Vallender · Accepted solution]

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.

[EHanwell]

Hi Phil,

Unfortunately, the deal forecast report doesn't work for us. Is there any plan to show the weighted amounts at the deal stage?

Thanks,

E. Hanwell

[Heiko]

thanks - that kind of works for me.