How Do I Create A New Forecasting Rule?

Helm can save you a ton of time auto-generating forecasting rules by analyzing past data. But what about forecasting something that hasn't happened yet? Simple. Create a new rule!

While we would all love to have a tool to predict the future, the technology isn't quite there yet. In the meantime, Helm makes it easy for users to create new rules in the forecasting drawer.

Creating a new rule:
  1. In the forecasting rules drawer, click on 'Create Rule.'
  2. Enter the required information.
    CreateANewRule
  3. The date field opens up the calendar tool where you can select the start date, the frequency and the interval of how often the rule occurs.
    Frequency
  4. Enter expenses as a negative and income as a positive.

HubSpot Video

 

Bonus: Helm co-founder, Kelvin, creates new rules to account for what his client has coming up in the future. In this example, his client is expecting the second payment from a customer and needs to hire a new employee to finish the work. 

HubSpot Video