Dropped from forecast: Deals that

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in the pipeline for the current period but not included in the forecast.
Pipeline: Deals that are unlikely to close within a certain time frame.
Best case: A deal that has a medium chance of closing within the time frame and will close in the best case scenario.
Nearly certain: Deals that are likely to close within the time frame and are committed to the forecast.
Closed: A deal that is concluded within the forecast period.
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By setting forecast categories, you will be able to check transaction amounts and details for each category by selecting "Forecast Category" on the forecast screen.

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For information on how to create a deal pipeline, please refer to this article: [Basics] A thorough explanation of the basic usage of each HubSpot tool!

4. Set the forecast period.
On the forecast settings screen, select the forecast period as either "Monthly" or "Quarterly".

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5. Create a goal.
Click "Create goal" in the upper right of the forecast tab, select a template, and set the goal name, target audience, target year, target amount for each pipeline, etc.

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If you need to revise your goal, select "Actions" > "Edit Goal" cameroon number data from the forecast screen and make the necessary changes.



This completes the forecast setup. You can view your forecast by selecting "Reports" > "Forecast" from the HubSpot navigation menu.

How to use forecast tools
HubSpot's forecasting tool is used by sales managers to visualize the progress of their entire team and make more strategic decisions. Here we will introduce some specific ways to use it in your work.

Check your sales forecast
A forecasting tool allows your sales team to see the progress of current deals and the expected revenue each deal brings. This provides the following benefits:

Real-time forecast updates
Forecasts are updated in real time as deals develop and change, so sales managers can always base their strategies on the latest information.

Improved sales forecast accuracy:
You can now create more accurate sales forecasts based on past sales data and current progress.