Hola! ¡Tenemos nuestra Comunidad en Español!

Deal Weight of one Deal?

SOLVE
Highlighted
Occasional Contributor

Hi, how can i see the deal weight of only one Deal? In The Deal Forrest of my Dasboard i can only see the weight o all deals.

 

For example:

 

 For "Deal One" the Amount is 1000€.The Deal is now in Level 90%(Contract Sent). The weight of the probabillity for just that Deal is now 900€ .Where can i see this on HubSpot?

 

The Deal Forrest on the Dashboard only shows me how all Deals  in Pipeline Level 90% togehther weighted. I want to see it for a single Deal...

 

Thank You Smiley Happy

1 Accepted solution

Accepted Solutions
Occasional Contributor

Not sure I understand completely. I'll post these images and see if it helps.

Screen Shot 2017-07-10 at 7.31.25 AM.png

 

Screen Shot 2017-07-10 at 7.33.07 AM.png

 

Screen Shot 2017-07-10 at 7.33.21 AM.png

2 Replies
Occasional Contributor

Not sure I understand completely. I'll post these images and see if it helps.

Screen Shot 2017-07-10 at 7.31.25 AM.png

 

Screen Shot 2017-07-10 at 7.33.07 AM.png

 

Screen Shot 2017-07-10 at 7.33.21 AM.png

New Contributor

This is a fundamental requirement for anyone who reports on forecasts. 

HubSpot's Deal Forecast dashboard displays total values based on:

The sum of all individual (Deal Amount x Deal Probability).

We need to be able to report on the individual Deal's weighted forecast.  

Here's an example of what a report would look like:

 

Say there are 3 deals

........................Deal Amount........Deal Stage.........Deal Probabilty........Weighted Amount 

Deal #1.............$100....................Appointment...........20%.........................$20 

Deal #2.............$100....................Qualified to buy......40%.........................$40

Deal #3.............$100....................Contract Sent..........90%..........................$90

Total Forecast..$300.................................................Weighted Forecast = $150

 

Each deal needs to be in its own row with the Deal Amount as well as the Weighted Deal Amount displayed.  Ideally, the Deal Probabiliy would be available to pull into the report as well.  That way, when the report is exported and shared with execs, etc., they'll easily see how the weighted valued was calculated. 

Thanks,

Sue

 

Reply
0 Upvotes