New to HubSpot but scanned posts and couldn't find anything. I'm hoping there is a way to show the deals that have moved in my deal forecast - eg:
Friday we have a forecast of $1M to close this month
Come in on Monday morning and it's down to $992K
Tuesday it's up to $1.1M
Wednesday it's down to $895K
Is there a way to show the deals that are coming and going througout the month, quarter etc. At the moment I forecast number and I can't figure out which deal has moved in or out of the forecast without going through them manually.
Unfortunatly, this feature does exist yet, I don't think. And I agree it would be very useful.
A client of mine actually built a report in Excel that shows the change in number of deals at each stage each month - something you could try perhaps?
You could also build a dashboard report that shows the number of deals currently at each deal stage, but it still lacks change information.
This would be a really good addition to HubSpot so I recommend that you post it over in the ideas forum so that other users can vote it. If you do, please put the link to your idea here.
Unfortunatly, this feature does exist yet, I don't think. And I agree it would be very useful.
A client of mine actually built a report in Excel that shows the change in number of deals at each stage each month - something you could try perhaps?
You could also build a dashboard report that shows the number of deals currently at each deal stage, but it still lacks change information.
This would be a really good addition to HubSpot so I recommend that you post it over in the ideas forum so that other users can vote it. If you do, please put the link to your idea here.