Dashboards & Reporting

lucasklink
Member

Deal Forecast vs Sales Pipeline

SOLVE

Hi,

When I see Deal Forecast on dashboard, it shows a different value comparing to what I see in Sales->Deals for a given stage of my pipeline. (126k - ok vs 101k - wrong)

 

I have already checked my filters and everything seems to be ok. I have asked for help on chat but they were not able to help me and asked me to open a case here.

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Forecast vs Sales Pipeline

SOLVE

Hi @lucasklink 

 

By default, deal forecast reports are usually weighted, so they show the revenue multiplied by the probability assigned to the stage. You should be able to control this in the report's settings. 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Forecast vs Sales Pipeline

SOLVE

Hi @lucasklink 

 

By default, deal forecast reports are usually weighted, so they show the revenue multiplied by the probability assigned to the stage. You should be able to control this in the report's settings. 

Hope this helps.

Phil Vallender | HubSpot Website Agency
lucasklink
Member

Deal Forecast vs Sales Pipeline

SOLVE

Thank you Phil. That makes sense.