如何使用HubSpot CRM和Databox预测销售beplay体育appios

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Today, we’re talking about sales forecasting, specifically using your sales data fromHubSpot CRM.

在这节课中,我们将展示you how to pull your data together to learn the following:

• How much revenue is in your pipeline this month?
• How much of that will your team close this month (or this quarter)?

We’ll answer these and other relevant questions you may have when it comes to recreating your sales forecast in Databox using data from HubSpot CRM.

Below, you can view the full episode, or, keep reading for a fully transcribed version of the episode complete with relevant screenshots.

Now, since your sales forecast is a criticalKPIyou may need to track alongside other metrics from your marketing, sales, customer success, and finance tools, it’s worth duplicating in Databox.

Sales Forecasting Using HubSpot CRM

如果您使用的是HubSpot CRM，则可能熟悉销售仪表板上的默认预测图表。基本上，这是一个只有一个酒吧的条形图，它可以让您查看您期望在当前或将来的时间段收盘的收入。这是我们这个月的。

If you’re not familiar with this chart, HubSpot has a great article you should read calledHow to do sales forecasting in HubSpot CRM.

As the article details, HubSpot actually provides several different ways to do forecasting. But this chart is the simplest since all you have to do is define your deal stages and define the probability of winning for deals at each stage.

That said, if you are using the HubSpot forecasting tool, I’ll also show you how to pull that into Databox and visualize it, too.

HubSpot CRM Sales Forecasting Visualized in Databox

Let’s start with duplicating that first graph. Here’s how we’ve set up our stages and the percent likelihood of winning we’ve assigned each stage.

Now it doesn’t matter how you’ve defined yours, but you will need to know these numbers in order to set up your forecasting in Databox. Unfortunately, we can’t just duplicate that forecast chart in one-click since HubSpot doesn’t provide these percentages via their API. But, no worries––I’m going to show you how to recreate this forecast in Databox using our数据计算功能. I’ll show you four different ways you can do it.

Here’s what the report will look like when you’re done…

It includes:

• a simple table that shows you forecasted revenue by deal stage
• a really simple number visualization that just shows your total forecast,
• a pie chart to show the amount and percentage of forecasted revenue by deal stage
• and the funnel chart, so you can visually compare the forecasted revenue in each stage with a glance.

现在，要全面了解您的预测，有时以不同的方式看待它是有意义的。最后，您可以决定最喜欢哪个（或一个）。与往常一样，如果您被卡住了，试图自己做到这一点，只需通过聊天与我们的支持团队联系并寻求帮助。

如果您已经对使用databox非常满意，请查看我们流行的用例文章beplay体育appiosHubSpot销售and skip to the section titled计算预计关闭一笔数量.

让我们开始建造仪表板

Let’s dive in and see how to get this built. So, first I’m going to start with a blank18beplay官网 .

Unfortunately, we cannot predefine your forecast, but we do have a metric called “Forecasted deals by stage”. I’m going to drag it onto thesales dashboardto show you how easy it is to grab. And what this data block shows is the total amount of revenue in each stage with a close date during the period you’ve selected.

因此，在这种情况下，我将将其设置为本月，并且这一数字将远高于您的预测。现在，让我向您展示如何创建这样的表格，但是每个阶段都乘以获胜百分比的可能性。现在，这将为您提供更准确的预测。所以还记得这个屏幕吗？

We need those percentages that you have set in your HubSpot account to build this table. We’re going todrag a blank basic table visualization到仪表板上。

然后我们选择HubSpot的CRM作为我们的数据源nd click create a new Data Calculation. So for the data calculation, we’re going to pick the metric deal amount by stage by date, and then pick the first stage in our funnel. Now, in our case here at Databox, that stage is called Qualified Opportunity. That’s when our sales team identifies someone who’s a good fit, but we haven’t talked to them over zoom yet.

Since we expect the deals at this stage to close at 10%, I’m going to multiply this number by 0.1 .

Now, I’m also going to give this data calculation a name and set the format so that it shows up as currency in our visualizations. Then I’m going to add another metric to this table and create another data calculation for my next stage.

在每个阶段，依此类推。因此，一旦您添加所有阶段，您的桌子就会看起来像我们的桌子。在此表上，您可以看到我决定将所有值总结在表的底部。我本月选择了我的默认日期范围。因此，在桌面的底部，我得到了本月的预测。如果您（或看仪表板的人）想查看本季度的预测，只需更改Datablock或仪表板上的日期范围即可。确实，您可以执行他们可能需要的任何当前或将来的日期范围。

Visualization Options to Consider

Personally, I think the table is the best way to look at your forecast, but maybe if you want to just present your forecast to your CEO and you don’t want to give them more detail than needed, then a number of visualization might be best.

So to build a number of visualization blocks, we’re going to create a data calculation that sums up all of the data calculations we just created. Very meta, I know. So, let me show you real quick, how to do that inside data calculation. Since we named all of the former data calculations with a name that starts with the forecasted amount and included the stage name in the name too, I just selected each one and added them up.

The last two options I created here for you are a pie chart and a funnel chart. For the pie chart, you construct it very similarly to the table chart. I designed this as a multiple metric pie chart. I also clicked show total value in the middle and show values for each by slice. Then, I go in and add each of the data calculations I created previously.

And the pie chart is great for seeing how the deals at each stage contribute to the forecast. The pipeline visualization is very similar, but I love the pipeline visualization even more because it’s really easy to glance at it and see how much of our forecast includes deals at different stages.

We’re three weeks into our month and more than half of our forecast is in our later stages . That’s a good sign. If you’re seeing the opposite where most of your forecasted revenue is in early stages, you should be a bit worried. Unfortunately, the pipeline visualization isn’t really built for forecasting because it doesn’t sum up the numbers.

So if you’re going to use it, I suggest also using the number visualization alongside it. And that’s it. As you can see our forecast in Databox matches our forecast in HubSpot.

Monitor and manage your sales prospects as they move through the different stages of the buyer’s cycle using thissales pipeline dashboard.

Oh wait, I also told you, I’d show you how to build your forecast in Databox if you’re using the forecasting functionality in HubSpot.

It’s actually a lot easier since we can pull in the forecasted amount into Databox. So to create this metric, we’re going to use our custom metrics feature. You could use a pie chart, table chart, or a pipeline for this one too. So to show you real quick, I’m going to use the pie chart. And after I drag a blank pie chart onto the Dashboard, I’ll select HubSpot as my data source, of course. Then I’m going to create a custom metric. So for this custom metric, I’m selecting Forecast Amount as my Metric, Deal Stage as my Dimension, and Close Date as our date and filtering it to just show deals from our one pipeline. And I’m going to give it a name called Forecast Amount by Stage.

And that’s it. Keep in mind that this forecast uses different percentages to calculate the amount of revenue from each deal stage that contributes to the forecast. And inside HubSpot, you set these percentages on a screen that looks like this, asHubSpot’s help article shows:

So, so the numbers in this Pie chart won’t match the default chart on your sales dashboard, but will match the numbers you see under sales and forecasting in HubSpot, or this screen here:

Adding a Goal to Your Forecast Datablocks

And before we go, let me quickly show you how to add a goal to your forecast datablocks. I’m going to add it to the number datablock.

So first I’ll click the data block, and then I’m going to select the “compare with” drop-down. Select other, and then Goal, and from there, I’ll click the link that says “Set a Goal” and enter my goal.

就是这样。因此，回顾一下，我们只是掩盖了：

• 在DataBox中可视化您的销售预测的几种不同方法，beplay体育appios
• How to duplicate your forecast in oursales dashboard software, depending on what forecasting method you use in HubSpot CRM and
• 如何将您的预测与目标（或配额）进行比较。

Now, of course, this is just one thing you can track in Databox. There arehundreds of metrics you can track from HubSpotand thousands more from our many, many integrations.

通过在一个位置和任何设备中跟踪来自多个来beplay体育appios源的数据，从数据库中获得最大收益。任何问题？如果您需要帮助自己设置任何设置，请与我们的一位仪表板专家聊天。

浏览这些CRM仪表板这里。

They know the ins and outs of HubSpot CRM and Databox and can get you set up quickly. See you next time.