HubSpot Ideas

Steen_Rath

Deals in columns where column text is months - creating forecast overview

Like all HubSpot competitors have you need to have a standard overview under "sales" and under "deals"

  • not only showing the sales funnel
  • but showing the deals seperated into the coming months for forecasting purposes (with both weighted and unweighted amounts).

 

See attached screenshot from Pipedrive - who have both overviews (both sales funnel and montly forecast). 

 

Please do not hesitate to call me if you have questions about this very basic feature.

 

Skærmbillede 2021-08-04 kl. 19.13.48.pngSkærmbillede 2021-08-04 kl. 19.13.00.png

To many of your users, this is a very basic pipeline managment feature.