Create a forecast to view multiple outcomes

The default sales forecast uses Deal Amount and Close Date. If you're a Super Admin, 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:

1. In your HubSpot account, navigate to Sales > Forecast.
2. In the upper right, click Create Forecast type.
3. In the Forecast type name field, enter a name for the forecast.
4. Click the Date property dropdown menu, and select a HubSpot owned date property.
5. 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 revenue amount will be realized on the date value of the selected date property. It will not recur prior to or after that date.

6. 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.
7. In the bottom right, click Finish. 
8. In the bottom right, click Go to forecast. You'll be redirected to the forecast page.

Change your forecast view

1. In your HubSpot account, navigate to Sales > Forecast.
2. To change your forecast view, in the top left, click the forecast name. Then, select the forecast you want to view.

Rename, edit, or delete a forecast

The default forecast type cannot be renamed or deleted. To rename, edit, or delete your forecast:

1. In your HubSpot account, navigate to Sales > Forecast.
2. In the upper right, click the Actions dropdown menu. Then click Manage forecast types.
3. Hover over the forecast type that you want to rename, delete, or edit the default columns of, click the Actions dropdown menu, then select one of the following options:
   • Rename: enter the name of the forecast type in the Forecast type name field and click Save.
   • Edit default columns: edit your columns, then click Save.
   • Delete: remove the forecast type from the forecast tool. In the pop-up box, select the Confirm deletion of forecast type and goals checkbox, then click Yes, delete forecast types and associated goals. All users will lose access to the forecast type. All forecast submissions and goals associated with the forecast type will be permanently deleted.

Create a goal for a custom forecast type

1. In your HubSpot account, navigate to Sales > Forecast.
2. In the top right, click Create goal.
3. At the top, the Forecastable Revenue template will be selected by default. To change the template, click the Template dropdown menu and select a template.
   
   • If you select another template, you may see the Do you need to use this goal in the forecasting tool? dropdown menu. 
   • To use the goal in the forecasting tool, select Yes, make this a forecastable goal.
4. Click the Forecast type dropdown menu and select the forecast type you want this goal to be measured by.
5. In the Goal name field, enter a name.
6. 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.
7. Select a Duration. Click the Duration dropdown menu and select weekly, monthly, quarterly, yearly, or custom.

• • 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.

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.

9. 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.
10. In the bottom right, click Next.
11. Continue setting up your targets and notifications.