Tracking Revenue Against Forecast for salespipline
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Tracking Revenue Against Forecast for salespipline
解決Hi @AArzouni,
The forecast reports in HubSpot don't display on a quarterly basis when you are looking at a longer timeframe. However, you can filter a report to see it on a quarter-by-quarter basis, one at a time. You could also create different KPIs for each quarter and add them to a single dashboard, but it wouldn't be integrated into the same report.
I really like the Forecast report tool which is available on Sales Pro and Enterprise, which appears under the sales dropdown. This report can also be seen in the Sales Analytics tool under "Weighted Forecast Category".
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
Tracking Revenue Against Forecast for salespipline
解決Hi @AArzouni,
The forecast reports in HubSpot don't display on a quarterly basis when you are looking at a longer timeframe. However, you can filter a report to see it on a quarter-by-quarter basis, one at a time. You could also create different KPIs for each quarter and add them to a single dashboard, but it wouldn't be integrated into the same report.
I really like the Forecast report tool which is available on Sales Pro and Enterprise, which appears under the sales dropdown. This report can also be seen in the Sales Analytics tool under "Weighted Forecast Category".
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
