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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 native forecasting only shows salesperson-level views and can’t create company-specific revenue forecasts across multiple pipelines without manually setting up custom goals for every combination.
Here’s how to build sophisticated company revenue forecast models that update automatically and provide the granular insights HubSpot’s standard tools can’t deliver.
Build dynamic company pipeline forecasts using Coefficient
Coefficient connects your HubSpot deal data directly to spreadsheets, where you can create sophisticated forecast models that automatically calculate weighted revenue by company and pipeline. Instead of wrestling with custom goal configurations, you get live data connectivity with the flexibility to build exactly the forecasting logic you need.
How to make it work
Step 1. Import your deal data with company associations.
Connect to HubSpot and import all deals with their associated company data. Use filtered imports to focus on specific pipelines, deal stages, or close date ranges. Set up scheduled refreshes so your forecast data stays current without manual updates.
Step 2. Create weighted revenue calculations.
Build formulas that multiply deal amounts by stage probabilities to get weighted forecasts. For example: =Deal_Amount * Deal_Stage_Probability. The Formula Auto Fill Down feature automatically applies these calculations to new deals as they’re added during refreshes.
Step 3. Aggregate forecasts by company and pipeline.
Use pivot tables or SUMIFS formulas to roll up your weighted revenue forecasts by company across different pipelines. Create summary views that show total forecasted revenue for each company, broken down by pipeline source.
Step 4. Set up automated refresh schedules.
Configure daily or weekly scheduled refreshes to keep your forecasts current. Add Slack and Email Alerts to notify your team when forecasts update or when significant changes occur in the data.
Start forecasting with real-time data
This approach gives you the company-level pipeline forecasting that HubSpot’s native tools simply can’t provide, with automated updates and sophisticated calculations. Get started with live HubSpot data connectivity today.
