HubSpot Sales and Customer Service Forecasting Software

Would you like to improve your sales team's performance, accurately forecast revenue, and make better data-driven decisions? If the answer is yes, then you need to know HubSpot's sales and customer service forecasting software.

This software allows you to view your entire pipeline at once and quickly access details to analyze with your team. With this tool you can:

• Evaluate quarterly performance and examine business to ensure the team is on the right track.
• Create a custom forecast for the month or quarter, which is then sent to the leadership team to give you an overview of how they predict the period will end.
• Modify the categories and forecast models to adjust the tool to your needs and those of your company.
• Make forecasts across multiple pipelines, whether to measure monthly or quarterly revenue, or to monitor renewals and leveling up for each business.
• Take advantage of analytics and sales forecast reports, which provide you with detailed information about your team's performance.

What is HubSpot sales and customer service forecasting software?

HubSpot sales and customer service forecasting software is a free tool that is part of HubSpot's free CRM, an integrated platform that helps you manage your contacts, deals, activities, and more.

Forecasting software allows you to see your pipeline updated with CRM data, create your own custom forecast, modify forecast categories and models, forecast across multiple pipelines, and view corresponding analytics and reports.

With this tool you can obtain a complete and updated view of your pipeline, analyze the performance of your representatives, create personalized reports and monitor the key metrics of your business. All from a single platform integrated with HubSpot's free CRM.

What can you do thanks to HubSpot's sales and customer service forecasting software?

• Empower your team with comprehensive business forecasts:

With HubSpot's business forecasting tool, sales reps and managers can build a custom forecast for the month or quarter, which is then sent to the leadership team to give them an overview of how they predict the period will end. Plus, with forecast permissions, you have the control you need to ensure that only the right sources can send forecasts.

• Make better decisions with complete forecasts:

The team forecast view allows managers to instantly see an overall forecast divided by each member. This way, each leader can analyze their team's performance and help them achieve success.

• Forecast across multiple pipelines

No more wasting time exporting business data into spreadsheets to create forecasts for different pipelines; Now you can use HubSpot's forecasting tool to get a complete and clear picture based directly on your CRM. Sales departments can instantly see monthly or quarterly revenue, and helpdesk teams can create their own pipeline to monitor renewals and scaling for each deal.

• Take advantage of analytics and sales forecast reports

In addition to an overview of performance metrics, HubSpot's forecasting tool includes sales analytics to give you detailed information about your team's performance. With forecast categories like weighted sales pipeline forecasting, historical snapshots, and tons of other customizable filters, you always have the information you need to help your team grow.

What benefits does HubSpot's sales and customer service forecasting software offer you?

HubSpot's sales and customer service forecasting software offers you several benefits that will help you improve the performance of your sales team, accurately forecast revenue, and make better data-driven decisions. Some of these benefits are:

• Improve communication and collaboration between your commercial team and the leadership team.

With forecasting software you can create a custom forecast for the month or quarter, which is then sent to the leadership team to give them an overview of how they predict the period will end. This way you can keep your superiors up to date on the status of the pipeline, the objectives achieved and the challenges to be overcome.

• Increase confidence and accuracy in your forecasts.

With forecasting software you can modify the categories and forecast models to adjust the tool to your needs and those of your company. You can choose between different methods to calculate the probability of closing, such as the standard method, the weighted method, or the custom method. This way you can have greater control over how your forecast is generated and reduce possible deviations or errors.

• Expand your vision of your pipeline.

With forecasting software you can make forecasts across multiple pipelines, whether to measure monthly or quarterly revenue, or to monitor renewals and level increases for each business. This way you can have a broader and more complete vision of your pipeline, identify the most profitable opportunities and optimize your commercial strategy.

• Get detailed information about your team's performance.

With forecasting software you can take advantage of analytics and sales forecast reports, which provide you with detailed information about your team's performance. You can see the progress of each rep, the value of each deal, the average time to close, the conversion rate, and other key metrics. This way you can evaluate the quarter's performance, detect areas for improvement and recognize your team's achievements.

How to use HubSpot sales and customer service forecasting software?

To start using HubSpot sales and customer service forecasting software, the first thing you need is to have a HubSpot account.

To access the forecasting software, simply go to the main menu and click Sales > Forecasting. There you can see your pipeline updated with CRM data, create your own custom forecast, modify forecast categories and models, forecast across multiple pipelines, and view corresponding analytics and reports.