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Expected Revenue by Close Month

This query calculates the total forecasted revenue per month. It does not include deals that were either closed won or closed lost.

Related Integrations: All Integrations / HubSpot
SELECT date_part(YEAR, close_date) AS "Close Year"
	, date_part(MONTH, close_date) AS "Close Month"
	, sum(forecast_amount) AS "Pipeline - Forecasted Amount"
FROM hubspot_deals_consolidated
WHERE deal_stage NOT IN ('closedwon', 'closedlost')
GROUP BY 1, 2
ORDER BY 1, 2;

Query Results Dictionary

Column Description
Close Year Year of closing date.
Close Month Month of closing date.
Pipeline - Forecasted Amount The total forecasted revenue.

Requirements:

Usage:

This query can be used to create a line or bar chart of forecasted revenue per month.

Modifications: