How To Build An Automated Daily Sales Forecast In HubSpot [Code Included]

Answer CEOs biggest question...where is the pipeline?!

An effective RevOps function isn’t merely the result of a single initiative. It’s a compounding of continuous improvements in people, process, and tools.

“Great things are done by a series of small things brought together.”  

– Vincent Van Gough

Most selling environments change quickly, and tight collaboration between revenue/sales operations and executive teams has never been more critical.

Common questions from the CEO:

1. How are we tracking against our EOM revenue target?

2. Which deals are expected to close this week?

Answer: Let me pull up my pipeline forecast.

Want a Predictable Sales Pipeline? Start with Daily Forecasts

The health of your sales pipeline can make or break your revenue goals.

A daily pipeline forecast provides real-time visibility into deal progress and projected revenue, enabling proactive management of resources and strategy adjustments.

When your forecasts leave leadership guessing, it becomes difficult to allocate resources effectively, motivate the team, and meet targets. But it doesn’t have to be that way. What if…

→ Sales leaders knew exactly which deals to prioritize and when

→ Your sales team had clear visibility into their performance and targets

→ Leadership always had accurate insights into the revenue pipeline

These 5 benefits will have you reaching for the daily forecast to:

1. Emphasize Forecast Accuracy. Ensure that your sales team inputs and updates data consistently to maintain accurate revenue predictions.

→ Regularly update deal statuses

→ Validate data accuracy during team meetings

→ Encourage transparency in reporting

2. Prioritize Key Deals. Focus on high-value and at-risk deals to maximize your chances of hitting targets.

→ Highlight high-value deals in the daily report

→ Identify and address at-risk deals promptly

→ Allocate resources to support critical deals

3. Track Team Performance. Use individual performance metrics to keep your sales team motivated and accountable.

→ Monitor expected revenue by sales rep

→ Compare performance against targets

→ Provide regular feedback and support

4. Analyze Pipeline Health. Assess the distribution of deals across different stages to identify bottlenecks and opportunities.

→ Review stage distribution regularly

→ Analyze conversion rates between stages

→ Implement strategies to improve pipeline flow

5. Enable Proactive Decision-Making. Use actionable insights from daily forecasts to make informed decisions and drive sales strategies.

→ Identify next steps for critical deals

→ Adjust strategies based on forecast data

→ Communicate insights with the team for alignment

Step-by-step daily sales forecasting setup

Tracking trend and historical data in HubSpot is hard 🥵

So how can you see your pipeline coverage for the next 7 days every day?

Maybe you export the data and use a spreadsheet – but what if you could keep your forecast in HubSpot?

Here’s how it works step-by-step: