Hide certain users from Forecast

emacd33 · ‎Feb 27, 2023

I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing up in the forecast but I don't want them to.

Secondly there is another team that is showing up in the forecast list. This team is not involved in forcasting so I don't want them to show up at all but strangely only 2 out of a team of 16 are showing up there.

I'm looking for clearer guidance on how to have my forecast just show quota carrying sales members.

NicoleJ · ‎Mar 19, 2024

Please be sure to upvote this idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-hide-teams-team-members-in-the-Forecast-ta...

View solution in original post

NicoleJ · ‎Mar 19, 2024

Please be sure to upvote this idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-hide-teams-team-members-in-the-Forecast-ta...

PamCotton · ‎Feb 27, 2023

Hello, @emacd33 happy Monday!

Thank you for posting in our Community! I would like to add our top experts to this conversation @WebMechanix-CB @Phil_Vallender any recommendations for @emacd33 matter?

Thank you

Pam

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