Removing weighted average from dashboard forecasts

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Occasional Contributor

Is there a way to disable the weighed average from the Sales Dashboard forecasts?

 

i.e. have the total deal amount for all deal stages in a pipeline (rather than by multiplying the deal amount by deal stage probability)

 

https://knowledge.hubspot.com/articles/kcs_article/deals/what-is-the-deal-weighted-total

 

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Solution
HubSpot Employee

Hi @benphillips  It's not possible to disable the weighted totals from the Forecast report. With the Reporting Add-On you can report on total deal amounts based on the Closed/Won deal stage. Find out more about the Reporting Add-On here

 

Thank you,

Ed Justen 


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Regular Contributor

The way I've worked around this is to create a new report that uses "Amount" rather than "Forecasted Amount" in the Deal Stage Measures criteria. If you build your report using the "Deals Forecasted", you can make that change, but it doesn't save - it reverts back to the "Forecasted Amount".

 

I do believe you need the reporting add-on in order to create your own reports.

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Solution
HubSpot Employee

Hi @benphillips  It's not possible to disable the weighted totals from the Forecast report. With the Reporting Add-On you can report on total deal amounts based on the Closed/Won deal stage. Find out more about the Reporting Add-On here

 

Thank you,

Ed Justen 


Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

Reply
0 Upvotes
Solution
Regular Contributor

The way I've worked around this is to create a new report that uses "Amount" rather than "Forecasted Amount" in the Deal Stage Measures criteria. If you build your report using the "Deals Forecasted", you can make that change, but it doesn't save - it reverts back to the "Forecasted Amount".

 

I do believe you need the reporting add-on in order to create your own reports.

View solution in original post