Forecast by Deal Quantity, Line Items, or Custom Objects

[ztbyrnes]

I'm very interested in the recent updates to forecasting sales, but we are not able to use it as it's currently set up. We are not focused on revenue yet, therefore, we only set goals for the sales team to sell SaaS. The forecasting functionality would be great if we could somehow forecast subscription sales, but revenue alone does not work for us. An easy solution would be to implement the ability to set Goals based on Number of Deals Closed.

However, my proposed solution wouldn't work when a salesperson sells 2 subscriptions on one Deal. We could certainly work around this issue by creating 2 separate deals, and that wouldn't be much of a problem.

An alternative approach requires more background to how our HubSpot is set up. Currently, we have a Product SKU that records the subscription in a Deal Line Item. Once the Deal is completed, we have a Custom Object called Subscriptions that is created. If the salesperson sold 2 subscriptions on the Deal, then 2 Subscriptions are created. These Subscriptions are synced with our company's admin page via the API to keep our customer account data current and accessable in the form of HubSpot properties. I have 2 proposed solutions:

1) Create the ability to track Line Items/SKUs in the pipeline against a Goal.

2) Create the ability to track custom objects such as our Subscriptions.  

[JustinatNexVeg]

I too would like to see functionality in Forecasting added to build forecasts based upon new line items added. This would allow me to more accurately forecast and include Won deals that have expanded to new line items.

[NicoleJ]

+1

[RRasnic]

I would like the ability to forecast by line items as well as we have different revenue types such as renewals, One-time, new subscription, etc.

[KlaudiaMerix]

+1000000000

without this forecasting is useless 😞

[RWhite29]

I would LOVE to see this idea implemented as it would give us more visiblity as a company and we wont have a need for an additional system!😄

[jeremypatay]

+1

[ABeian]

+1

[MLawrance]

Being able to forecast and see what line items make up the revenue values would be invaluable.  Any update on if/when this will be available?

[Dalton]

Agreed, this is critical for forecasting or reporting. Having the ability to set a goal based on the line item type ex: Hardware vs/ Software would be extremely helpful.