BetaCreate a forecast to view multiple outcomes
Last updated: February 4, 2025
Available with any of the following subscriptions, except where noted:
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The default sales forecast uses Deal Amount and Close Date. You can submit a forecast to view multiple outcomes for your team that measure revenue using:
- a HubSpot owned or custom deal date property;
- and a HubSpot owned or custom deal amount property that's marked as a currency field type.
This gives you more flexibility with forecasting by allowing you to choose which properties are used to forecast.
Create a custom forecast
To create a forecast to view multiple outcomes:
- In your HubSpot account, navigate to Reporting > Forecast.
- Click Create Forecast type.
- In the Forecast type name field, enter a name for the forecast.
- Click the Date property dropdown menu, and select a HubSpot owned date property.
- Click the Amount property dropdown menu, and select a HubSpot owned deal amount property.
Please note: recurring revenue properties (e.g., Monthly recurring revenue and Annual recurring revenue) won't recur over time in a forecast. The amount that'll be reflected is the amount on the date of the selected date property.
- To customize the columns that display when viewing the deal table in forecasting, click Choose the columns that display when viewing the deal table in forecasting. Learn how to edit your columns.
- Click Finish >. Then click Go to forecast >. You'll be redirected to the forecast page.
Change your forecast view
- In your HubSpot account, navigate to Reporting > Forecast.
- To change your forecast view, click the forecast name dropdown in the top left. Then select the forecast you want to view.
Rename, edit, or delete a forecast
Please note: the default forecast type can't be renamed or deleted.
- In your HubSpot account, navigate to Reporting > Forecast.
- In the upper right, click the Actions dropdown menu. Then click Manage forecast types.
- Next to the forecast you want to rename, delete, or edit the default columns of, click the Actions dropdown menu, then select on of the following options:
- Rename: in the Forecast type name field, enter the name of the forecast type and click Save.
- Edit default columns: edit your columns, then click Save.
- Delete: in the pop-up box, select the checkbox, then click Yes, delete forecast types and associated goals.
Create a goal for a custom forecast type
- In your HubSpot account, navigate to Reporting > Forecast.
- In the top right, click Create goal.
- Click the template dropdown menu and select an option.
- Click the Forecast type dropdown menu and select the forecast type you want this goal to be measured by.
- In the Goal name field, enter a name.
- In the Contributors section, select if this will be User goals only, or Team with user goals. Then, use the dropdown menu to select the users or teams.
- Select a Duration. Click the Duration dropdown menu and select weekly, monthly, quarterly, yearly, or custom.
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When using weekly, monthly, quarterly or yearly, to align the goal's duration with your account's fiscal year, select the Align with your fiscal year settings? checkbox.
- When using a custom duration, enter the start and end dates.
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Please note: when creating a goal, the goal Duration must match the Forecast period to display in your forecast. For example, if the goal duration is set to quarterly, then the forecast period must also be set to quarterly.
- If you're using a Forecasted revenue goal template, select a Year and Pipeline. The year will align with the account's fiscal year chosen in the settings.
- Click Next.
- Continue setting up your targets and notifications.