How to Forecast Revenue in HubSpot

Why Pipeline Forecasting Matters

Accurate forecasting helps you:

• Set realistic targets for your team
• Identify gaps before it's too late
• Allocate resources effectively
• Build credibility with leadership

Yet most sales teams still rely on gut feelings or manual spreadsheets.

The Traditional HubSpot Way

HubSpot's native forecasting requires:

1. Navigate to Reports → Forecasting
2. Select your forecast period
3. Choose forecast categories (commit, best case, pipeline)
4. Manually categorize deals into forecast buckets
5. Review rollups by rep, team, or company

This process requires ongoing maintenance and manual categorization.

The Shabe Way

With Shabe, just ask:

"Forecast my pipeline for next quarter"

Shabe calculates a weighted forecast based on:

• Deal amounts
• Stage probabilities
• Close dates
• Historical win rates

Understanding Weighted Forecasting

Shabe uses your actual stage probabilities to weight deals:

This weighted approach gives you a realistic expected value.

Forecast Queries You Can Try

"What's my weighted pipeline for this quarter?"
"Forecast Q1 revenue by rep"
"What deals are most likely to close this month?"
"How much pipeline do I need to hit $500k?"

Advanced: Coverage Analysis

Ask Shabe about pipeline coverage:

"Do I have enough pipeline to hit quota?"
"What's my pipeline to quota ratio?"
"Show me best case vs. commit forecast"

Making Forecasts Actionable

After reviewing your forecast, try:

"Show me deals at risk of slipping"
"Which deals need the most attention?"
"Find deals with no next steps"

Forecast Accuracy Tips

1. Update deal stages regularly - stale stages skew forecasts
2. Set realistic close dates - don't push everything to quarter end
3. Review weekly - catch issues early
4. Calibrate probabilities - adjust based on actual win rates

Get Started

Connect your HubSpot to Shabe and ask "Forecast my pipeline for next quarter" to see weighted predictions instantly.