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Forecasting Software

Sales forecasting software that turns pipeline data into reliable revenue predictions so you consistently hit your quarterly targets.

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  • Turn pipeline data into accurate revenue predictions

  • Eliminate spreadsheet forecasting with an easy-to-use projection interface

  • Power more productive 1:1s with rep-specific performance insights

Powerful and easy forecasting software.

Whether you’re checking progress toward your goal, estimating where you’ll end up this quarter, or looking for a home base for your one-on-one meetings, HubSpot’s forecasting tool is the perfect place for your sales and service teams.

The forecasting tool is customizable, powerful, and easy to use. And with customizable forecast categories and models, you can tailor the tool to match your business needs.



  1. Empower your team with full business forecasting.

    With HubSpot’s forecasting tool, reps and managers are armed with the insights they need, and leadership has a comprehensive view of team projections. Maintain control through forecast permissions, ensuring accurate submissions. Drive informed decision-making with HubSpot's powerful tool.

  2. Enhance decisions with complete forecasts.

    The team rollup view enables sales and service managers to quickly see a high-level forecast broken down by the team. From there, managers can drill into team performance to set their teams up for success.

  3. Forecast across multiple pipelines.

    Simplify forecasting by leveraging HubSpot's tool. No more exporting deal data to spreadsheets. Get a seamless picture directly from your CRM. Instantly view sales revenue by month or quarter, while service teams track renewals and upgrades in their own pipeline.

  4. Leverage forecast reporting and analytics.

    HubSpot's forecasting tool offers performance metrics and integrates with sales analytics for comprehensive team insights. Utilize forecast categories, weighted pipelines, historical snapshots, and customizable filters to enhance decision-making and elevate your team's performance.

Have questions? Give us a call and we'll walk you through it.

+1 888-482-7768

Frequently Asked Questions

Find quick answers to common questions about HubSpot’s forecasting software.

Forecasting software predicts future business outcomes by analyzing your pipeline data. It helps sales teams project revenue, service teams track renewals and resolution times, and managers plan for monthly and quarterly goals across multiple business areas.

The forecasting tool uses the team hierarchy set up in users and teams. This allows you to roll up deals and drill down through multiple levels of your team hierarchy without needing to change permissions.

Sales teams aren’t the only ones that are asked to forecast. Now, you can have your services team forecast their renewal pipeline in HubSpot using the same forecast categories as your sales team. Finally, you can get a preview of your future revenue all in one place.

Yes, you can limit both the visibility of the forecasting tool as well as who can submit a forecast. So, for example, team managers can update any of their sales reps’ forecasts, but a rep can only edit their own.

Forecast accuracy improves with clean CRM data and consistent deal stage management. HubSpot's weighted pipeline calculations and customizable forecast categories help teams achieve reliable quarterly projections when sales processes are consistently tracked and followed.

Yes, HubSpot supports multiple forecast types:

  • Sales teams: Track monthly and quarterly revenue projections
  • Service teams: Forecast renewals, upgrades, and ticket resolution times
  • Custom categories: Separate different deal types (enterprise vs SMB, new vs renewal)
  • Goal templates: Track meetings booked, tickets closed, and response times