Coda doc by Evan Davies
Sales Forecaster with Hubspot
A way for the team to organize around key account plans, understand team responsibilities and account context
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About this doc

Managing individual sales rep forecasts is always a challenge in traditional CRM tools. Reps like to run their deals their way. But this often leads to a disconnect between to real forecast and the one siloed in a spreadsheet. This doc provides the flexibility reps crave, with the peace of mind of integrating into Hubspot for source-of-truth deal data.

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Coda is a new doc. It's kind of like Google docs meets Excel, except it can do magic tricks.
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Sales Forecaster with Hubspot
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