HubSpot Ideas

SCreurer

Forecasting & goal setting from multiple pipelines

In Sales Hub currently one can only set up goals and forecast on one pipeline 

As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can have a clear view of their target achievement whilst having the ability to track and report on deals from different pipelines.

HubSpot Updates
In Planning
August 10, 2022 11:15 AM

Hey HubSpot Community, 

 

We're looking to enhance the tool to let you set goals and forecast across all your pipelines. We want to collect feedback to define the best experience for customers. If you're keen to speak to the team, please feel free to book some time here

 

Thank you for making HubSpot CRM a better tool. 

11 Replies
CBrinkhof
Member

Up!

atl_stangs
Participant

Our sales team is managing revenue across multiple pipelines but we don't split their sales goals in a granular way across pipelines.  It would be nice to be able to check a box and apply a goal across a group of pipelines.

KCotton
Member

Up!

JGolden
Participant

Exact same as atl_stangs - we take in revenue from multiple pipelines but don't split the goals.

 

This needs an "Any/All pipelines" option.

ABrown5
Member

desperately need this, forecasts are an aggregate across mutliple pipelines. This feature doesnt work correctly in its current form

AndreaMilani
Contributor

Same problem, the targets are per quarter per rep, splitting pipeline is good to see where deals get stuck but we need to be able to have the possibility to put 1 goal per rep and the pipelines to sum.

JBlumberg
Member

I need this functionality. Currently unable to use many great features due to this roadblock.

ybaptiste
HubSpot Product Team

Hey HubSpot Community, 

 

We're looking to enhance the tool to let you set goals and forecast across all your pipelines. We want to collect feedback to define the best experience for customers. If you're keen to speak to the team, please feel free to book some time here

 

Thank you for making HubSpot CRM a better tool. 

ErinHertz
Member

I completely agree with this! Our team has a different pipeline per service and we do not set goals per service, but for the collective of all of them. The Legacy Goals someone accomodated for this by setting the overall goal for one pipeline, but then checking the rest of the pipelines it be included in the total numbers. This does not seem to be a feature for the new Goals and therfore is unusable for us. 

LVarvashevich
Participant

+ 1 agree! 

GZillig
Member

We also have this problem here, since we have a pipeline of Individuals, Companies and Government Companies and there is no way to calculate sales, this is bad!