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Forecasting Software

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.

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  • 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

  1. Powerful and easy forecasting software.

    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.

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  1. Empower your team with full business forecasting.

    With HubSpot’s forecasting tool, reps and managers are armed with the insights they need, and leadership has a comprehensive view of team projections. Maintain control through forecast permissions, ensuring accurate submissions. Drive informed decision-making with HubSpot's powerful tool.

  2. Enhance decisions with complete forecasts.

    The team rollup view enables sales and service managers to quickly see a high-level forecast broken down by the team. From there, managers can drill into team performance to set their teams up for success.

  3. Forecast across multiple pipelines.

    Simplify forecasting by leveraging HubSpot's tool. No more exporting deal data to spreadsheets. Get a seamless picture directly from your CRM. Instantly view sales revenue by month or quarter, while service teams track renewals and upgrades in their own pipeline.

  4. Leverage forecast reporting and analytics.

    HubSpot's forecasting tool offers performance metrics and integrates with sales analytics for comprehensive team insights. Utilize forecast categories, weighted pipelines, historical snapshots, and customizable filters to enhance decision-making and elevate your team's performance.

Have questions? Give us a call and we'll walk you through it.

+1 888-482-7768

Related Resources

If you’re interested in forecasting software, these related resources may help.

Frequently Asked Questions

  • 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.