New Submission Controls In HubSpot For Clearer Forecasting

Accurate forecasting isn’t just a sales exercise—it’s a leadership advantage. Teams use it to plan resourcing, communicate targets, and course-correct mid-quarter. But when manual forecast submissions are messy or opaque, they undermine trust and force leadership to second-guess what the numbers really mean.

HubSpot’s latest updates give RevOps and sales managers better tools to manage these forecasts directly. You can now clean up manual entries and connect submissions to real pipeline activity, which makes forecasting more actionable and aligned across your org.

How to Delete Manual Forecast Submissions in HubSpot

Forecasting used to leave behind a trail of test entries, misaligned assumptions, or historical noise. Now, you can delete those outdated or incorrect submissions to keep your forecast history clean.

Sales managers and RevOps leads can:

• Remove stale or duplicate forecast entries

• Reduce noise when reviewing team-level data

• Maintain an accurate reflection of current seller inputs

This gives teams more control, and removes clutter that can skew weekly forecasting calls or boardroom decisions.

Viewing Deals Linked to Manual Forecast Submissions in HubSpot

You can now see the exact deals associated with any manual forecast submission. That means no more digging through reports or messaging reps to piece together context.

This change supports better coaching, clearer conversations, and more confident planning.

Let’s say a seller submits a bullish forecast for the month. With this update, you can immediately see which deals support that number, evaluate stage accuracy, and guide the next steps.

Instead of debating the number, you’re talking about real movement in the pipeline.

Why These HubSpot Manual Forecasting Updates Improve Accountability

When manual forecast submissions are grounded in deal-level visibility and cleared of outdated data, forecasting becomes a real-time strategic tool instead of a retroactive guessing game.

Now, leaders can:

• Hold reps accountable to the deals supporting their projections

• Quickly spot which forecasts are padded or unsupported

• Streamline pipeline reviews by tying forecasts to deal quality

This tightens the loop between individual activity and teamwide accuracy. It also strengthens the credibility of your forecasting process, which improves alignment across sales, finance, and exec teams.

FMK’s Perspective on Manual Forecast Submissions in HubSpot

At FMK, we help clients use forecasting as a lens into what’s really happening in their funnel. These updates to HubSpot manual forecast submissions make that work easier.

With cleaner data and direct deal mapping, teams can move faster, focus on the right conversations, and avoid the breakdowns that cause missed targets.

Forecasting clarity is not about guessing what comes next. It’s about reading what’s right in front of you. HubSpot’s latest features make that picture sharper.

Need help optimizing your HubSpot forecasting process?
We’ll help you audit manual submissions, clean up forecast history, and connect deal-level data to strategic goals—so your numbers stop shifting and start telling a story.

FAQ

Q: How often should we clean up manual forecast submissions?
A: Audit and remove outdated or test submissions regularly—ideally before weekly pipeline reviews or monthly rollups. Since manual forecasts don’t update automatically based on deal changes, old inputs can accumulate. Regular cleanup helps keep your forecasting data clean and reliable, especially when sales cycles shift or reps frequently revise projections.

Q: Can deal visibility in manual forecasts be filtered by owner or stage?
A: Yes. While HubSpot doesn’t list this as a dedicated manual forecast filter, the Forecast tool supports filtering by deal owner, stage, pipeline, and forecast category. These filters apply to both manual and deal-based forecasts, helping managers identify coaching needs and surface pipeline gaps by team or deal phase.

Q: What’s the risk of not using these new features?
A: Without regular cleanup or proper filtering, forecasts can get cluttered with outdated data or placeholder submissions. That undermines forecast accuracy, wastes time during reviews, and creates confusion at the leadership level, leading to poor planning and missed revenue signals.

Launch Region: Global

Tier Level: Pro, Enterprise