HubSpot Ideas


Separate Forecasting and Goal setting permissions

Posting on behalf of my customer:


Currently, view and edit access for the sales forecast tool shares the same permission setting with view and edit access for sales goals (See HubSpot user permissions guide here). There are use cases where this is not ideal however, such as if a sales manager would like to manage the sales goal(s) for a given user (restrict their edit permission) while still allowing them to update their forecast (enable edit permission). It would be great if these could be separated into two individual permission settings to meet similar use cases where having a shared permission isn't desired.