HubSpot Ideas

nnikolas

Forecast History Edit

Hello,

 

Being able to edit the forecast historically is needed. We have large deals and long sales cycles; if you think a $2M deal will hit this month, but it slides once or twice, your quarterly forecast is suddenly off by $6M. We also have new reps still working on forecasting, and mistakes are made, permanently throwing off the forecast. 

 

 

  • Who (what type of role or team) is the feature for? Sales reps for editing. Sales leaders and company leaders for reporting.
  • What is their goal? To able to accurately forecast sales.
  • What value will this add? More accurate quarterly/annual reporting to improve business planning and strategy.
  • Are there examples of other places or products who have this feature? Everywhere. 
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