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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 lacks native automation for monthly company-level revenue forecast updates, and while Zapier can provide some automation, it requires complex workflow setup and doesn’t handle the sophisticated calculations needed for accurate forecasting.
Here’s how to get built-in automation specifically designed for revenue forecasting workflows, with no complex configuration required and sophisticated calculation capabilities that neither HubSpot nor Zapier can deliver efficiently.
Get built-in forecast automation using Coefficient
Coefficient provides built-in automation specifically designed for revenue forecasting workflows. You get comprehensive monthly revenue forecast automation with company-level granularity, without the complex workflow configuration that Zapier requires.
How to make it work
Step 1. Set up monthly scheduled data imports.
Configure monthly scheduled refreshes to automatically pull updated deal and company data from HubSpot . Set up imports for all relevant pipelines with company associations, deal amounts, stages, and close dates. The automation runs without any manual intervention.
Step 2. Enable automatic formula inheritance for new deals.
Use Formula Auto Fill Down so new deals automatically inherit forecast calculations without manual intervention. When monthly refreshes add new deals to your dataset, they automatically get the same forecasting formulas applied. This ensures consistent calculations across all deals.
Step 3. Configure automated snapshot baselines.
Set up automated Snapshots to capture monthly forecast baselines automatically. Configure snapshots to run on the last day of each month, preserving historical predictions for variance analysis. This creates an audit trail of forecast accuracy over time.
Step 4. Set up stakeholder alert automation.
Configure Slack and Email Alerts to automatically notify stakeholders when monthly forecasts are updated or when variance thresholds are exceeded. Use variables to include specific forecast amounts, variance percentages, and company names in your notifications.
Step 5. Build conditional forecast adjustments.
Use spreadsheet formulas to automatically adjust forecasts based on deal stage changes and probability updates. Create conditional logic that modifies forecasts based on seasonal patterns, historical performance, or other business rules. For example: =IF(MONTH(TODAY())=12, Deal_Amount*1.2, Deal_Amount*Stage_Probability).
Step 6. Configure variance threshold monitoring.
Set up automated alerts when forecast variance exceeds defined thresholds. Create formulas that compare current forecasts against previous month baselines and trigger notifications when variance is greater than 15% or other defined limits.
Get comprehensive automation without the complexity
This provides comprehensive monthly revenue forecast automation with company-level granularity that neither HubSpot nor Zapier can deliver efficiently, with built-in calculation capabilities and no complex workflow setup required. Start automating your monthly forecasts today.
