Accurate forecasting is critical — but many businesses hit a wall when trying to get month-over-month revenue projections in HubSpot. Native reporting has its limits, especially for subscription-based or multi-phase revenue models. That’s where our team at Unlimited Tech Solutions comes in.
In this walkthrough video, we’ll show you a custom revenue forecast report built by our HubSpot experts — tailored to handle everything from probability-weighted forecasts to contract-specific terms and multi-location revenue views.
📺 Watch the video walkthrough below to see it in action.
The Challenge: Native Forecasting Limitations
While HubSpot’s beta revenue report offers a helpful view of closed-won deals over time, it doesn’t address some of the most common forecasting needs, including:
- Month-over-month projections that include open deals.
- Forecasting based on probability-weighted values.
- Support for multi-month contract terms and recurring revenue models.
- Filters that reflect how the business actually segments revenue.
For businesses operating on subscription models, long-term projects, or regional pipelines, the lack of flexibility makes strategic forecasting nearly impossible without external tools.
The Custom Solution
Unlimited Tech Solutions built a custom forecast report that works seamlessly inside HubSpot — no exports, spreadsheets, or external tools required. Here's how it works:
Parent + Child Deal Architecture
Each primary deal (the “parent”) contains the standard details — amount, term length, start date, and probability. From this, a set of child deals is automatically generated to represent monthly revenue installments across the contract period.
Real-Time Updates
When the parent deal is updated — whether it's the value, timeline, term, or probability — the report recalculates automatically. No manual updates or maintenance needed.
Combined Forecast View
The dashboard clearly separates:
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Closed-Won Revenue: Represented as actuals by month
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Open Pipeline: Shown as probability-weighted forecasts
This dual view enables sales and revenue teams to quickly understand both what's booked and what’s likely to close.
Advanced Filtering
Because the report references both parent and child deals, users can filter forecasts by key properties inherited from the parent such as:
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Region or territory
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New vs. existing business
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Product line or service type
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Any custom HubSpot property
Fully Native to HubSpot
This entire solution operates within HubSpot. Teams can continue using the CRM as usual — the forecasting layer runs quietly in the background, delivering clean, reliable data with no disruption to daily workflows.
Who It's For
This custom forecast report is ideal for businesses that need more than just static reporting. It supports a wide variety of use cases across industries:
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SaaS – Forecast MRR/ARR based on contract terms
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Marketing Agencies – Visualize recurring retainers vs. one-time projects
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Construction & Engineering – Spread large project revenue across build phases
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Franchises – Track performance across regions or locations
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MSPs & IT Services – Monitor monthly recurring revenue and renewals
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Nonprofits – Plan around funding periods, grants, or program timelines
Why It Matters
A forecast should reflect the real structure of your revenue, not just what the CRM is capable of reporting. This custom-built solution brings flexibility, automation, and visibility into the forecasting process — unlocking true revenue intelligence inside HubSpot.
If your team is running into limitations with native reporting, Unlimited Tech Solutions can help. This report is just one example of how their experts create scalable, custom-built systems tailored to your business model.
Ready to see it live?
Book a demo to talk with the team and explore what’s possible inside your HubSpot portal.
