Setting Up HubSpot's Forecasting Tool: Tips and Guidance

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Hello everyone, I’m wondering if any of you have experience setting up the forecasting tool in HubSpot (Pro). We’re currently implementing HubSpot, and our existing CRM (Pipedrive) has a very straightforward forecasting feature. I’d really appreciate your help in understanding how forecasting works in HubSpot and how to set it up properly. Thanks in advance!

4 comments

Chris D.
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Do you have a specific question beyond forecasting on amount, month end (quarter) close date and % chance of close stage?
Pat H.
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Who is implementing HubSpot for you?
Shaun
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Affan A. maybe you can help.
Affan A.
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Thanks for the mention Shaun, absolutely! HubSpot offers three deal properties: forecast amount, forecast category, and forecast probability. Based on your business, you can automate or semi-automate forecasting in HubSpot. Though not as good as Salesforce, HubSpot forecasting is still much better than Pipedrive given I've worked with both as a consultant. Once implemented and maintained, you may explore the Goals reporting in HubSpot as it's usually used as a dashboard for forecasts. You can also schedule a free 15 minutes session with me here.