Get a holistic overview of your entire pipeline and quickly dive into the details with your team. See how your quarter is going and inspect deals to make sure your team is on track.
Timely business forecasts on monthly or quarterly cadences
Easy-to-use interface for painless forecast planning
Efficient 1:1s for sales, service, and success teams
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.
Have questions? Give us a call and we'll walk you through it.
+1 888-482-7768Learn how to create accurate sales forecasts for your sales team or business.
Read this if you’ve struggled to forecast sales for your company
This post shares the best forecasting software that can help you predict, monitor, and optimize your deal pipeline.
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.
Premium forecasting functionality is available in Sales Hub and Service Hub. Explore additional HubSpot features below.
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