Sales Forecaster with Hubspot

A way for the team to organize around key account plans, understand team responsibilities and account context

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.


Key features


About the Maker

Evan Davies

If I'm not playing with Coda docs, I'm probably recording musical Codas :musical_score: at home. I'm constantly amazed by what I can build with this product - to think I was living in xls only two years ago! Haven't looked back :slight_smile:

@evan|Evan's templates


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