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Last updated: December 8, 2023
As a manager, you can use the forecast tool to keep track of your team's progress towards their goals. By default, the forecast tool uses deal stages to forecast revenue based on their likelihood to close. If you set up forecast categories, deals can also be grouped into categories. 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. The forecast tool 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 your user has Forecast permissions assigned. Then, assign revenue goals to your team and set up your forecast categories if you would like to use them. Once set up, you can view revenue reporting for users in your account who have assigned Sales Hub or Service Hub Professional or Enterprise paid seats.
You can submit a custom forecast for the month or quarter to give your stakeholders an estimate of how much you think you'll close during that time. You can submit a forecast within the forecast tool or from the default Forecast view on your deals index page.To submit from the forecast tool:
You can also submit or edit a forecast on the default Forecast view of the deals index page. For each user with an assigned Sales Hub Professional or Enterprise seat and Forecast permissions, this view displays the user's assigned deals and relevant deal properties.
Please note: if you clone the Forecast view, the Submit forecast functionality will not be available in the cloned view.
Please note: if your Forecast view permissions are set to Team only, you will only be able to view your own goals and forecast in the team forecast, not your teammates'.
Users with assigned Sales Hub Professional or Enterprise seats will appear in the forecast tool. In the top left, you can search for a user that's not assigned a team.
In the team table at the top, you can analyze the following for users that are assigned a team:
In the pipeline table at the top, you can analyze the following:
You can review forecast progress on the HubSpot mobile app.