Struggling to predict future sales performance with accuracy?
Our free HubSpot Sales Forecasting template gives you real-time visibility into your pipeline metrics and revenue projections—without the manual data entry.
What is our HubSpot Sales Forecasting Dashboard?
It’s a strategic tool that predicts future sales performance based on historical data, current pipeline, and market trends. It provides visibility into expected revenue, helping sales leaders make informed decisions about resource allocation, goal-setting, and business planning.
Sales forecasting in HubSpot turns CRM data into actionable insights. By analyzing your sales cycle—from initial contact to closed-won deals—these reports generate reliable projections that guide your strategy.
The best forecasting reports don’t just show numbers—they tell the story of your sales pipeline’s health and highlight areas for growth.
Benefits of using the HubSpot Sales Forecasting Template
Real-time data accuracy – Pull live data directly from your HubSpot instance into Google Sheets. Say goodbye to outdated forecasts and manual errors.
Comprehensive pipeline visibility – Monitor the full sales journey from new contacts to closed deals in one unified dashboard. Spot bottlenecks and growth opportunities.
Predictive revenue insights – Turn past performance into forward-looking forecasts. Make better decisions around hiring, resourcing, and growth planning.
Automated reporting workflows – Eliminate hours of manual work with auto-refreshing data. Schedule updates and share reports via email or Slack automatically.
Customizable visualization – Tailor the template to your unique sales model and KPIs. Build visual reports that make your forecasts easy to understand and share.
Metrics Tracked in the Report
Top Summary Metrics
- Average Count of New Contacts (Past Three Months) – Monitor lead momentum
- Average Deal Size (Past Three Months) – Track revenue per opportunity
- Total Forecasted Contacts (12 Months) – Estimate lead volume growth
- Total Forecasted Meetings Booked (12 Months) – Anticipate pipeline activity
- Total Forecasted Closed/Won Deals (12 Months) – Predict conversions
Monthly Sales Pipeline Metrics
Track your entire funnel month-by-month:
- New Contacts
- Meetings Booked
- Deals Created
- Closed/Won Deals
Revenue Forecasting Metrics
- Forecasted Revenue per Month – See expected revenue from upcoming deals
- Cumulative Forecast Revenue – Understand long-term revenue trajectory
24-Month Sales Forecast (Chart View)
- Bar chart showing forecasted revenue
- Trend line comparing projections vs. goals
More Metrics to Track and Analyze in Google Sheets
Extend your forecasting capabilities with additional HubSpot data:
- Pipeline Analysis – Monitor deal movement across stages
- Lead Source Performance – Identify high-converting acquisition channels
- Rep Forecast Accuracy – Compare projections across your team
- Closed Won vs. Closed Lost Trends – Analyze reasons behind win/loss outcomes
- Customer Lifetime Value (CLV) – Forecast long-term revenue
- Industry Segmentation – Break down performance by vertical
- Campaign Attribution – Connect marketing efforts to closed revenue
You can pull data from any HubSpot object—including Contacts, Companies, Deals, Tickets, Calls, and custom properties—to build a powerful, real-time forecasting dashboard.
Get Started with Your Free HubSpot Sales Forecasting Template
Transform how your team forecasts today. Our template connects to your live HubSpot data and helps you build smarter, more accurate projections—right inside Google Sheets.
Customize it – Adjust fields and visuals to match your sales process
Install Coefficient – Add our Sheets add-on in just a few clicks
Connect to HubSpot – Securely link your CRM account
Import the template – Load our ready-to-use forecast dashboard
