août 3, 2022 11:32 AM
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
août 3, 2022 3:33 PM
Sorted it now thanks, I had Sort dropdown set to Label rather than Display Order. Just getting the hang of it.
août 3, 2022 3:36 PM
août 3, 2022 3:18 PM
There are two options when you are in the forecast view. Forecast Category and Deal Stage, make sure you have the "Deal Stage" Selected. You should see your own deal stages broken into forecasts at this point.
août 3, 2022 1:24 PM
@SLancaster3 what are the settings/criteria for your report?
Are you using the Funnels report builder, or did you create your own?
août 3, 2022 1:26 PM
août 3, 2022 1:30 PM