A Master Class in How to Use Forecasting Tools in HubSpot

Learn how to set goals, create categories, and track your revenue goals. Need hands-on help? Book a call with a solutions advisor: https://bit.ly/hs-forecasting

Are you having trouble predicting future revenues for your sales pipelines? HubSpot’s forecasting tool is exactly what you need. Get the newsletter for more HubSpot tips: https://hubs.ly/Q016Xfn-0

Now you’ll be able to keep up with tracking your revenue goals and set realistic marks moving forward.

This tool has a lot of opportunity for customization based on what you’re hoping to track or predict. In this video, we’ll walk you through all of it.

In this video we’ll cover:
The two ways to do forecasting in HubSpot
How to set goals
How to create categories

00:00 Introduction
01:15 Where to Find Forecasting
02:16 Deal Stage Forecasting
05:45 Forecast Submission
06:36 How to Set Goals
09:32 Forecast Category
10:34 Great Use for Sales Manager
12:25 Access Forecast Settings
13:54 Override Automation

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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0

👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60

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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.

Hosted by:
🙍🏼‍♀️Ali Schwanke (  / alischwanke  )
🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  )

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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!

For customized HubSpot training, visit https://hubs.ly/Q016XfN60

#hubspot #hubspotforecasting #hubspotsalestools