DEAL FORECASTING
Forecast pipeline using real conversation signal.
Every number on your forecast traces back to a deal, a stage, and the last message that moved it. No more sandbagged commits.
Every number traces back to a deal.
Weighted pipeline
Pipeline weighted by stage probability, rolled up per rep, team, or pipeline. No manual percents — the math just works.
Stage probabilities configured once, applied everywhere
Drill into any forecast number down to the deal
Currency conversion per-deal at live rates
Exportable to CSV and Google Sheets
Forecast categories
Committed, Best Case, and Pipeline categories — with per-rep commits and a category audit trail.
Rep commits locked per cycle
Audit trail of category changes
Manager overrides with comment required
Accuracy tracking
Cycle-over-cycle accuracy chart comparing committed, best-case, and actual. The number HubSpot puts behind Sales Hub Pro, here on every plan.
Forecast vs actual per cycle
MAPE (mean absolute percent error) over time
Rep-level accuracy leaderboard
Targets and commits
Per-rep, per-period targets with inline-edit matrix and real-time attainment.
Monthly and quarterly target matrix
Inline-edit with arrow-key navigation
Attainment color scale (red/amber/green)
The math behind the numbers.
Weighted forecast equals stage probability times deal amount, aggregated by forecast category across Committed, Best Case, and Pipeline.
01
Probability per stage
02
Multiply by deal amount
03
Aggregate by category
Works with the tools you already use.
Pipe forecasts to HubSpot, Salesforce, Google Sheets, Stripe, and Slack.
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