Accessing Forecast Data via API

HubSpot Ideas

Status: In Beta

Status history

1

This idea is based on the following comment. Please upvote it.

To be able to export the manually inputted forecast data via an API or any ETL tool, as to have this data in our warehouse.

The data is needed by RevOps to report numbers, run analysis and understand the sales people performance over time and our active markets.

We want to use the forecasted data report up to management, run forecasts analysis and understand sales performance accuracy. Since this data is a manual input, it adds values to our knowledge pipeline for the sales representative and market.

For example, Karim, a representative working in France, will add week by week a forecast of their sales quota. Right now, we need to manually extract this data to run in RevOps our market forecasts.

By having this data in the warehouse, we will increase the speed of delivery for forecast and reduce friction in passing this data to other parts of the organization.

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2

Have upvoted this. Would be beneficial for us as well, for the same reasons mentioned above. HubSpot can’t always contain the single source of truth and being able to export Forecast submissions to a data warehouse would be very beneficial.

3

This is also super important to us. Any plans to get it implemented?

4

We also need this for the same reasons mentioned above. Any update would be greatly appreciated!

5

Super important, a must for RevOps reporting.

6

This is also important to us, would love it to be implemented!

7

This is also important to us, to retrive manually submitted forecast data via API for use in analytics and reporting outside of HubSpot. To me, this idea also highlights how limited HubSpot reporting capabilities are when it comes to forecast and goal data - there’s a reason I want to access the data to visualize it in another platform. I’d love to see HubSpot solve for this request while continuing to enhance built-in reporting capabilities for the forecast/goals tools.

8

This is a business critical feature HubSpot is missing. We need to get visibility into multiple deployments of HubSpot

9

We really need this data available via api for our companies BI dashboards. Are there any updates?

10

this feature is extremely important to us as it helps consolidate data from multiple HS dashboards to 1 common dashboard to do reporting to the board

11

Really need this! Having Forecast as an object with it’s properties within workflows could also solve this.

12

Supported. Would expect this is critical to be able to export for any consolidated reporting purposes.

13

Very important KPI to export.

14

I would love a way to pull out the forecast submissions visibility into a report view, currently I only see that individual needs to go in manually to click on each user or team to review the history vs all in one place in a report.

15

We need this ASAP for external forecast reporting in Power BI. This request has been out there since 2023.

16

We really need to be able to export the Forecast Submission column and/or access it from the API. Very important KPI to export.

17

I have upvoted this. Would be really useful to be able to export a submitted forecast, this would be a report that management will regularly look at when budgeting, forecasting, KPI’s etc.

18

I’m excited to announce that a Forecast Read API will be entering Beta next week! If you’re interesting in joining the beta to get early access to the new API and share feedback, please fill out this Google Form: https://docs.google.com/forms/d/e/1FAIpQLSfhW3rHCfYn6--boM_MXga2dOlbn03x0gwHk_lWcXxDJHMcSw/viewform?usp=header

Thank you so much for sharing feedback about this feature request so that we can make HubSpot better for you and your team.

19

I have upvoted this and filled the google form, please let me know when the beta is live.

20

A read-only forecast API is now available in public beta. Find more info about how to use it in our developer documentation here: Forecasts API - HubSpot docs

Thank you for your feedback that helped this idea come to life!