HubSpot Forecast Tool
The HubSpot forecast tool projects expected revenue for a period based on your deals, their stages and forecast categories, and rep submissions. It gives managers a roll-up of Commit, Best Case and Pipeline numbers so they can predict the quarter and coach against gaps.
Key takeaways
- The forecast tool projects period revenue from deals and forecast categories.
- It rolls up Commit / Best Case / Pipeline across reps.
- Managers use it to predict the quarter and coach to the gap.
How the forecast tool works
Deals carry a forecast category (Commit, Best Case, Pipeline) and a stage probability. The tool aggregates them — and any manual rep submissions — into a projected number for the period, which managers compare against quota to see whether the team is on track.
Frequently asked questions
What is the HubSpot forecast tool?
A Sales Hub tool that projects period revenue from your deals, their stages and forecast categories, rolling up a Commit / Best Case / Pipeline view.
How does HubSpot forecasting work?
It aggregates deals by forecast category and probability, plus rep submissions, into a projected number you compare against quota.
What plan includes the forecast tool?
Forecasting is part of Sales Hub on Professional and Enterprise tiers.
Related service: Set up forecasting in HubSpot