Take the guesswork out of finding the probability or weight for each stage of a new deal pipeline in HubSpot. The more accurate your probability is, the more accurate your forecasting can be. In this video, we'll show you how to use HubSpot reports to get the most accurate data for your deal funnel.
In this video we'll cover:
- How to setup sales pipelines in HubSot
- Best practices for using the HubSpot deal funnel report to get accurate data
- How to update data on existing pipelines
- Why you'd want weights and percentages to be accurate for forecasting