🔗 HubSpot KB Bridge: Set up the forecast tool
💡 Core Capability
The forecast tool allows managers to keep track of their team’s progress toward reaching their goals. To use the forecast tool, you’ll need to set up the forecast deal amount for the forecast tool and related reports. You can also set up forecast categories for each of your sales pipelines or use deal stages. Then, you’ll set forecastable revenue goals for your team members. You can also customize the forecast columns that will appear in the forecast tool.
🛠️ Key Operations & Headings Outline
- Set up your forecast tool
- Set up your forecast tool’s deal amount
- Set up your forecast period
- Set up your forecast submission status indicator
- Set up your pipeline’s forecast categories
- Customize your forecast tool
- Customize the forecast categories
- Customize the default columns for the forecast table
- Use forecast categories
- Set forecastable goals for your sales team
- Related content
📋 Subscription Availability
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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