Dashboards & Reporting

twinloger
Participant

forecast - how to select a filter other than close date

SOLVE

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?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

forecast - how to select a filter other than close date

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

forecast - how to select a filter other than close date

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

twinloger
Participant

forecast - how to select a filter other than close date

SOLVE

thanks for your help

twinloger
Participant

forecast - how to select a filter other than close date

SOLVE

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

twinloger_0-1616483969777.png

 

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

 

twinloger_1-1616484115522.png

I can't use close date for success forecast

Peter

 

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

forecast - how to select a filter other than close date

SOLVE

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:

 

karstenkoehler_0-1616482850648.png

 

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

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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