Removing weighted average from dashboard forecasts

[benphillips]

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

[edjusten · Accepted solution]

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 

[mktgqueen · Accepted solution]

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.

[edjusten · Accepted solution]

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