Goals

Use the forecast tool

Last updated: November 24, 2020

Applies to:

Sales Hub  Professional, Enterprise

As a sales manager, you can use the sales forecast tool to keep track of your team's progress towards their goals. The forecast tool groups deals into forecast categories based on their likelihood to close, instead of their deal stage. This allows you and your team to adjust your forecast based on your knowledge of the deals, without losing track of where you are in your sales process. This is helpful to use during one-to-ones with your reps and identify where they need to focus their efforts to make their monthly or quarterly goals.

Before getting started, make sure to set up your forecast categories and assign revenue goals to your team. Once set up, you can view revenue reporting for users in your account who have assigned Sales Hub Professional or Enterprise paid seats.

Please note: if a team member with an assigned Sales Hub Professional or Enterprise paid seat does not appear in your forecast tool, make sure they have deals assigned to their user for the selected time period.

  • In your HubSpot account, navigate to Sales > Forecast.
  • Use the dropdown menus at the top to filter by pipeline, team, or close date.
  • View your users with assigned Sales Hub Professional or Enterprise seats. Next to their name, view their goal attainment, or their closed revenue relative their goal. You can also view the forecasted deal amount in each forecast category.
  • To drill down into a specific user's forecast, click the user's name.

select-team-to-view-forecast

  • Here, you can review the deals assigned to the user. You can assess where each deal is in the pipeline and identify which deals need more attention from your sales rep to close.
    • Use the dropdown menus at the top to filter the deals by pipeline, close date, or forecast category.
    • To open the deal record, click the deal name.
    • To edit the columns that appear, click Edit columns in the upper right. Select/clear the checkboxes next to the properties to display, then click Save.
    • To enter next steps the user should take to move the deal to the next stage, enter notes in the Next step field. The text that you enter here will populate the Next step property on the deal record.enter-notes-for-deal
    • Click Save
  • To navigate back to your forecast, click Back to Forecast in the top left.

For additional sales analytics reporting, you can use the reports in your sales analytics tools. To access the sales analytics reports, in the top right click Go to Sales Analytics.