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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 doesn’t offer automated multi-dimensional forecasting that combines company and pipeline stage data into scheduled reports. You’re stuck with manual forecast compilation every month.
Here’s how to set up fully automated monthly revenue forecasting that captures company-level pipeline stage data and preserves historical forecasts for accuracy tracking.
Automate monthly forecasting with scheduled imports using Coefficient
Coefficient eliminates manual forecast compilation by automatically pulling updated deal data from HubSpot and calculating stage-weighted revenue by company across all pipelines. The Snapshots feature captures monthly forecast data as historical records, creating an audit trail of forecast accuracy over time.
How to make it work
Step 1. Set up filtered imports for each pipeline.
Create separate imports for each pipeline, pulling deals with company associations and stage information. Apply filters to focus on active deals within your forecast timeframe. Configure monthly scheduled refreshes to automatically update this data.
Step 2. Build stage-weighted revenue calculations.
Create formulas that automatically calculate weighted revenue based on deal stage probabilities. For example: =SUMIFS(Deal_Amount*Stage_Probability, Company_Name, “Company A”, Pipeline, “Sales Pipeline”). These formulas update automatically when new data refreshes.
Step 3. Configure monthly snapshots.
Use the Snapshots feature to capture monthly forecast data as historical records. Set up automated snapshots on the last day of each month to preserve point-in-time forecasts. This creates a permanent record for comparing actual vs forecasted results.
Step 4. Set up stakeholder notifications.
Configure Slack and Email Alerts to notify your team when monthly forecasts update or when significant variance occurs. Use variables to include specific forecast amounts and variance percentages in your alerts.
Step 5. Create variance tracking formulas.
Build formulas that compare current month actuals against previous month forecasts. Calculate percentage accuracy and highlight companies with significant forecast variance using conditional formatting.
Get automated forecasting without the manual work
This setup provides the automated company-level pipeline stage forecasting that HubSpot can’t deliver natively, with historical tracking and stakeholder notifications built in. Start building your automated forecast system today.
