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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s basic forecasting only provides simple probability-based projections and can’t incorporate historical conversion rates, seasonal trends, or custom forecast methodologies. You can see pipeline amounts and close dates, but building sophisticated monthly revenue forecasts requires analysis capabilities that HubSpot’s native forecasting doesn’t offer.
Here’s how to automate monthly revenue forecasting reports using your HubSpot deal stages with probability weighting and historical pattern analysis.
Build automated forecasting reports with live HubSpot pipeline data using Coefficient
Coefficient pulls deal pipeline data from HubSpot into HubSpot spreadsheets where you can build forecasting models that incorporate historical conversion rates and seasonal adjustments. This creates automated monthly forecasts that evolve with your pipeline while providing insights HubSpot can’t generate.
How to make it work
Step 1. Import deal pipeline data with scheduled refreshes.
Connect to HubSpot and extract deals with stages, amounts, close dates, and probability percentages with scheduled daily refreshes. Include historical deal data to analyze conversion patterns and establish baseline forecasting accuracy.
Step 2. Build probability-weighted forecasts with historical data.
Create formulas that apply custom probability weights based on historical conversion rates for each deal stage, not just HubSpot’s default probabilities. Analyze how deals actually convert from each stage and adjust forecast weights accordingly for more accurate projections.
Step 3. Generate monthly projections with seasonal adjustments.
Develop calculations that distribute deal values across monthly periods based on expected close dates and stage progression patterns. Add formulas that account for historical seasonal trends in deal closure rates and revenue patterns specific to your business.
Step 4. Automate report generation and accuracy tracking.
Schedule monthly exports that automatically generate and distribute forecast reports to stakeholders via email alerts. Use Coefficient’s Snapshots feature to capture monthly forecast data for historical comparison and track forecast accuracy over time.
Transform your forecasting process
Automated monthly revenue forecasting with HubSpot deal stages gives you predictive insights that improve with historical data and adapt to pipeline changes. With scheduled updates and accuracy tracking, your forecasts become more reliable and actionable. Start forecasting better today.
