Forecasting against goals without creating numerous properties
SOLVEI am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each Goal. I am looking for a more elegant way to solve this without creating numerous properties.
I currently capture quarterly goals but adding additional goals, in particular monthly goals seems to necessitate creating many more properties than I would like. Thanks for your consideration.
1 Accepted solution
Forecasting against goals without creating numerous properties
SOLVEBelow is a demo dummy account of one solvethru dashboard (all of which are customizable with no customer setup required), which highlights the revenue attainment to goals you depicted in your screenshot. It's not exaclty the same as your screenshot but it easily can be. The revenue in my screenshot pulls hourly from Hubspot against quota (in my screenshot) which the user can input in the solvethru dashboard by sales rep, by month, quarter, year, by sales team, etc. In other words, in solvethru, you could input your finance forecast, and then solvethru would provide the actuals and a forecast based on pipeline stages, which would provide your attainment figures. Additionally, these sales metrics are delivered by email format. For example, the report you are requesting can be shown in the solvethru dashboard via the web, which allows for toggling filters, and delivered in email format.
I hope my explenation is clear enough of how you can achieve your report with solvethru. I am happy to explain in more detail.
Forecasting against goals without creating numerous properties
SOLVEForecasting against goals without creating numerous properties
SOLVEForecasting against goals without creating numerous properties
SOLVEBelow is a demo dummy account of one solvethru dashboard (all of which are customizable with no customer setup required), which highlights the revenue attainment to goals you depicted in your screenshot. It's not exaclty the same as your screenshot but it easily can be. The revenue in my screenshot pulls hourly from Hubspot against quota (in my screenshot) which the user can input in the solvethru dashboard by sales rep, by month, quarter, year, by sales team, etc. In other words, in solvethru, you could input your finance forecast, and then solvethru would provide the actuals and a forecast based on pipeline stages, which would provide your attainment figures. Additionally, these sales metrics are delivered by email format. For example, the report you are requesting can be shown in the solvethru dashboard via the web, which allows for toggling filters, and delivered in email format.
I hope my explenation is clear enough of how you can achieve your report with solvethru. I am happy to explain in more detail.
