forecast - how to select a filter other than close date

[twinloger]

Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). We have plans for several years (etc, 2021, 2022, 2023). Forecast selects all trades only by close date. we use close date only in the stage win deal. We also need to choose other fields so that the forecast contains truly true data for us. I believe that there are more such users. In this form, forecasts have no value for us. do you have any for this solution?

[karstenkoehler · Accepted solution]

Hi @twinloger,

That's indeed a limitation of the forecast section of the tool. It's simply not possible at the moment.

If you want to request this, the best place to do so would be the HubSpot Ideas section of the community. The product team reviews requests based on popularity there.

Best regards!

[twinloger]

thanks for your help

[twinloger]

in reports it's ok. I will choose any custom field in the deal to filter. (trvanie zmluvy = duration of the contract)

in the forecast I only have close date and the data are different

I can't use close date for success forecast

Peter

[karstenkoehler]

Hi @twinloger,

Could you share a screenshot of the forecast you're referring to?

In the report library (Menu > Reports > Reports > Report Library > search for 'forecast') as well in the report builder, you can create forecasts with and without a close date filter, see for example these report settings:

If you wanted to, you could display or measure by any other (date) property.

Best regards!