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.
Add a meeting scheduler link to your website and emails to book more appointments.
Get notified when leads open your emails so you can close more deals with timely follow-ups.
Automate lead rotation, follow-ups, and more with workflows and sequences that drive efficiency.
Keep your CRM records up to date with ease. Add contacts and log activity with a single click.
Inspect deals to make sure your team is on track with a holistic view of your pipeline.
Scale your sales efforts by leveraging and creating conversion-ready email templates.
Build a library of sales content for your team to share, and track which documents close deals.
Track, prioritize, and make calls directly from your browser to maximize efficiency.
Track and get notified when a lead visits your website, then follow up flawlessly.
Prioritize the accounts and leads that are most likely to close with automated lead scoring.
Visualize your entire sales cycle in an easy-to-follow pipeline to prioritize leads and close more deals.
Add custom fields to your HubSpot Smart CRM to automate workflows and dive deeper into your data.
Transform your customers' buying experience with natively built, CRM-powered payments.
Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.
Write emails in a fraction of the time using HubSpot's AI email writer.
Easily generate, edit, and repurpose copy with an AI paragraph rewriter.
Leverage sales reports to track activity, forecast deals, and gain insight into your funnel.
Easily map your specific data model to your HubSpot Smart CRM.
Help your team close more deals with competitive battlecards, conversion-ready scripts, and more.
Qualify leads, book meetings, provide customer support, and scale one-to-one conversations with chatbots.
Provide better coaching for your team using insights from customer calls directly from your HubSpot CRM.
Make calls from inside HubSpot and enjoy automated call recording and logging.
Unite your marketing and sales teams with collaborative tools for account-based buying.
Turn business cards into CRM contacts in seconds, and leave manual data entry in the past.
Continue growing your business on the go with the free HubSpot mobile app.
Craft and implement tailored outreach for CRM prospects to enhance your sales pipeline.
Leverage the power of AI to give sales teams the tools and guidance to create more pipeline and win more deals.
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