HubSpot Ideas

JoeMayall

Forecast Team rollup

The Forecast app is getting a team rollup view that enables sales managers and teams to quickly see how their high-level forecast for the organization breaks down by team.

 

For any sales organization using team hierarchies, one of the first questions they want to answer is "how are we doing this month?" As soon as they know the answer to that question, they want to drill into which teams are contributing and by how much. This new feature gives them a quick way to traverse up and down their sales hierarchy.

 

In the Forecast app, users can toggle to "Team view" and click on team names to navigate up and down the team hierarchy they've set up in Users & Teams.

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HubSpot Updates
Delivered
January 22, 2021 10:17 AM

2 Replies
JoeMayall
HubSpot Alumni
 
Lars
HubSpot Product Team