How to Create Accurate Sales Forecasts in 2024

Struggling to make accurate sales forecasts? Wondering how to avoid cash flow issues and make informed financial decisions? In this video, Jory from HubSpot explains how to leverage HubSpot's sales forecasting tool to measure your team's progress and achieve your revenue goals. Learn to access and utilize key features, set permissions, and get actionable insights to optimize your sales process. Say goodbye to outdated spreadsheets and start making data-driven decisions today! Don't forget to hit that subscribe button for more valuable insights on sales and HubSpot tools.

00:00 Introduction
00:48 HubSpot's Sales Forecast
01:57 Forecast Category
02:22 Forecasting View Permissions
04:11 Sales Pipeline
08:07 User-level Sales Forecast
08:48 Submitting Custom Forecast
11:25 Sales Analytics
12:26 HubSpot's Free Mobile App

About HubSpot:
HubSpot is a customer platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, commerce, operations, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and apps to attract, engage, and delight customers.

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[sandlertrainingmiami]

Such a helpful breakdown! HS sales forecasting tool looks like a game-changer for helping us make informed decisions. Definitely going to start using these features to streamline our process and ditch those old spreadsheets