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tjsimpson
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Member since ‎Dec 11, 2023
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tjsimpson
Participant
April 07, 2025
Reply to Goals not showing up in Forecast
@kennedyp thanks for your reply. I did notive they must be Revenue Forecast goals and made that change and also synced up the cadence i.e. quarterl...read more
Solved
tjsimpson on April 04, 2025
Goals not showing up in Forecast
Hey all. I have tried putting in a 'Revenue' and 'Revenue Forecast' goal in the goals tab and they are not showing up in the Forecast tab. Oddly, one time it did work but I went to switch the cadence from monthly to quarterly and now they are not sh read more
Reply Discussion Professional
0 upvote
3 Replies
tjsimpson
Participant
July 09, 2024
Reply to Forecast Close Date
@karstenkoehler Thank you for the explanation and the article! This makes sense.
Solved
tjsimpson on July 09, 2024
Forecast Close Date
All, I am confused with the Forecast tool. The default 'Forecast category' of 'Pipeline', 'Best Case', 'Commit' are all based on the 'Close Date' but none of these are actually closed yet. Would it not be best to list the stages/forecast category b read more
Reply Discussion CRM
0 upvote
3 Replies
tjsimpson
Participant
July 02, 2024
Reply to Deal Close Date 1 Day Behind Integration API
@Humashankar thank you for your response! I have just made the change to remove 'Close date' from my integration and assume this will fix the iss...read more
Solved
tjsimpson on July 02, 2024
Deal Close Date 1 Day Behind Integration API
Hello everyone! I am currently observing an issue with Deals in HubSpot when I write to the 'Close date' via API integration the date is 1 day behind. I believe there are 2 possibles fixes/approahces and wanted to get advice from the community. read more
Reply Discussion Deals
1 upvote
2 Replies
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