Allow deactivated users to remain in Forecast

THo92

Allow deactivated users to remain in the forecast.

 

Right now they do not and it affects the data as we do our commision calculations based on this.

7 Replies
SHawke
Member

I would also like to see the deactivated users remain in the forecast.  I need their data to be accounted for for the time that they were present for.

Duncan-M
Member

Yes +1 to this. We were using forecasting for analysis of how sales managers were performing and see their % to goal. By removing deactivated users this messes up all past forecast data. It should be able to be locked once the quarter has ended.

csteffensen
Member

Highly needed. This limitation is more of a bug. Past goals and actuals should not disappear when a sales rep leaves or changes team.

SScolaro
Member

+1 to this!! We cannot accurately see how we're tracking against our Forecast goals because all Closed Won data from former employees is completely gone

JGeraghty
Participant

+1 to this also. It would be great if we could have the choice to be able to include de-activated users (maybe using a checkbox like the below) 

Sometimes it is not possible to immediately transfer deals to another user immediately after someone leaves the company (eg: for commissions) 

 

JGeraghty_0-1696238395999.png

 

ALarrabee
HubSpot Product Team

I'm the Product Designer on the forecasting team and our team fully agrees that this was a big limitation and issue for our tool. I'm happy to share that we released an update today that allows deactivated user data to remain in the forecasting tool.

 

The deactivated user's closed won deals they own will continue to count towards goal attainment for the period they were active as well as their forecast submissions. If you'd like to view a deactivated user in the forecast table, open the close date filter and filter to a period where they were active and you'll see them appear in the table.

 

We hope this change helps your teams! 

ALarrabee
HubSpot Product Team

If you deactivated a user in the past but did not retain their paid seat/license at the time of deactivation and they are not showing up in the forecasting app, you may need to reactivate that user, assign them a paid seat, and then immediately deactivate them again so that their seat is retained.  Moving forward, when users are deactivated, their seats are retained but no longer count towards seat totals or require payment.