)
Written by
Table of Contents
“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.”
Weekly sales forecasting requires granular control and flexible calculations that HubSpot’s native forecasting tools can’t provide. You need custom probability models, time-based segmentation, and week-over-week tracking capabilities.
Here’s how to build comprehensive weekly forecast reports that update automatically with your latest pipeline data.
Create advanced weekly forecasts using Coefficient
Coefficient transforms weekly forecasting by connecting HubSpot pipeline data directly to your spreadsheet for advanced calculations and automated reporting .
How to make it work
Step 1. Import your complete pipeline data.
Connect HubSpot through Coefficient and import all active deals with Deal Stage, Amount, Close Date, Owner, and Probability fields. Set filters for “Close Date = Next 90 Days” to focus on near-term pipeline.
Step 2. Schedule automatic Monday morning refreshes.
Configure your import to refresh every Monday at 8 AM before your weekly forecast meetings. This eliminates manual export routines and ensures you start each week with fresh data.
Step 3. Build custom weighted probability calculations.
Create stage-specific probability formulas based on your historical data. For example: Discovery (10%), Qualified (25%), Proposal (50%), Negotiation (75%). Apply these using formulas like.
Step 4. Segment deals into weekly time buckets.
Use spreadsheet formulas to categorize deals by expected close dates. Create separate views for “This Week,” “Next Week,” and “Next 4 Weeks” using date-based filtering and conditional formatting.
Step 5. Track week-over-week pipeline changes.
Enable Coefficient’s Snapshots feature to automatically capture your pipeline state each Monday. Compare snapshots to identify pipeline movement, deal progression, and forecast accuracy trends over time.
Step 6. Set up automated alerts for significant changes.
Configure Slack or email notifications when high-value deals move stages or when weekly forecast totals change by more than 20%. This keeps your team informed without constant manual monitoring.
Get the weekly forecast precision HubSpot can’t provide
Effective weekly forecasting requires flexibility and automation that HubSpot’s native tools lack. With live data connections and custom calculations, you can build forecast reports that save hours each week while providing better insights. Start building your automated weekly forecasts today.
