Setting up forecasting tools in HubSpot is a great way to gain insights into your sales pipeline and predict future revenue. Here’s a step-by-step guide to get you started!
First things first, log into your HubSpot account.
Make sure you’ve got the right permissions (usually, you need to be an admin or have
sales access).
Once you’re in, navigate to Reporting and Data > Forecast. In the Forecast Submission column click the pencil icon next to the user or team you want to submit a custom forecast for.
In the right panel, select the Pipeline and Forecast Period, the time period you select must match your forecast period.
Enter an amount in the Forecast Amount field.
To view past forecast submission history, navigate to the History tab. Click the <, >arrows to change the time period. You can view up to one year previous.
Click View submissions over time to view the history of Forecast submissions in Sales analytics. And then when you're ready to submit your forecast, click Submit forecast.