Is there a way to compare my forecast amount amount in company currency with the previous year sales

[NaveenKumar16]

Hi there,

I am trying to create a report which will enable me to visualise my revenue goal, the closed amount in company currency, and the forecast amount.

In the report, I would further like to filter the forecast amount by using the forecast category which will show only sales that are expected in the pipeline ie background, warm proposal, and hot proposal.

I am able to get all 3 in the same report but I feel that the forecast amount is a little off. Hence, by being able to filter it I am hoping to increase it's accuracy.

[KhushbooRevOps · Accepted solution]

Hi @NaveenKumar16,

To compare your forecast amount with last year's sales in HubSpot, you can try this, 

Add your revenue goal, closed amount, and forecast amount in company currency. Then filter the forecast by selecting categories like "warm proposal" and "hot proposal." This will help improve accuracy.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

[NaveenKumar16]

Hi @KhushbooRevOps ,

Thank you for the reply. HubSpot does not allow comparisons for reports that use morethan one dimension. Since, my report will be using the forecast amount and the closed amount in company currency. I'm not sure if this is viable though. What do you think?

Kind regards,

Naveen