How HubSpot Users Can Extend Sales Forecasts Into RunSmart for a Full Financial Picture

If you’re a growing business using HubSpot, you may already be familiar with its Forecast tool — available only in Sales Hub Professional and Enterprise plans. HubSpot takes your deals, stage probabilities, and quotas to provide forward-looking revenue forecasts. It’s a valuable way to track whether your team is on pace to hit its targets.

But there’s a challenge: while HubSpot helps you see where sales might be headed, it’s not designed to show how those forecasted revenues impact your overall financial performance, such as profitability, cash flow, or long-term sustainability. Traditionally, that kind of analysis required a CFO — but with RunSmart by Projection Genie, you get CFO-quality financial insights in an easy-to-use platform built for small business owners, not finance teams.

To make it work, you’ll need QuickBooks Online with at least 24 months of historical data. RunSmart pulls directly from your accounting system to link your HubSpot forecasts with expenses, payroll, cash flow, and other financials — giving you a complete picture automatically.

Why Extend HubSpot’s Forecasts Beyond Sales?

Revenue forecasts are only part of the picture. For small businesses, growth often comes with hidden risks:

• Hiring plans and payroll – As sales increase, staffing needs usually rise too. RunSmart can forecast payroll automatically by analyzing past hiring data (if available in QuickBooks). If a correlation with revenue exists, it adjusts payroll forecasts so they scale with your growth trajectory.
• Sales and marketing efficiency – Higher sales typically come with higher acquisition spend (ads, outbound, commissions, events). RunSmart checks whether these costs correlate with revenue. If they do, it scales them alongside your HubSpot forecast; if not, it applies advanced forecasting methods to project realistic spend.
• Operating costs that scale with customers – Infrastructure, support, logistics, and third-party tools often climb as you add customers, reducing margins. RunSmart adjusts forecasts automatically where a correlation exists; otherwise, it projects future spend using advanced forecasting models.

RunSmart blends historical data, correlations, and forecasting models to show how your HubSpot sales forecast impacts the entire business — not just the top line.

How to Bring Your HubSpot Forecast Into RunSmart

RunSmart makes it simple:

1. Confirm You Have HubSpot Forecasting Enabled
   Make sure you’re on a Sales Hub Professional or Enterprise plan, since only these tiers include HubSpot’s Forecast tool. It’s not available in the free CRM or Sales Hub Starter.
2. Access Your Forecast in HubSpot
   Open HubSpot’s Forecast view to see your monthly or quarterly sales forecast. HubSpot automatically provides this forecast based on deals, expected close dates, and stage probabilities.
3. Manually Enter Your Forecast Into RunSmart
   On RunSmart’s Sales Forecast page, create a custom forecast and input the monthly revenue figures from your HubSpot forecast. If most of your deals close within a year, we recommend selecting a 1-year forecast period in RunSmart so your inputs align. If your pipeline extends further, you can choose a 3-year or 5-year forecast period. And if your HubSpot forecast doesn’t reach that far, you have the option to use RunSmart’s own forecasting models to extend projections up to 5 years.
4. Run Your Full 3-Statement Forecast
   RunSmart then automatically builds out your income statement, balance sheet, and cash flow forecasts by combining your QuickBooks data with the sales numbers you entered from HubSpot — connecting pipeline expectations to the financial health of your entire business.

Go Beyond Forecasting: From Sales Projections to Full Business Insights

Once your HubSpot forecast is in RunSmart, you can expand from sales-only projections to a complete financial view:

• Health scores powered by your sales forecast
  RunSmart calculates five key health scores — Profitability, Liquidity, Efficiency, Solvency, and Capitalization — by blending your HubSpot forecast with QuickBooks data.
• Budgets tied to your revenue outlook
  Your HubSpot forecast becomes the foundation for realistic budgets that align hiring, spending, and investments with expected sales.
• Variance tracking
  As QuickBooks actuals roll in, RunSmart compares them against both your HubSpot forecast and your budgets. Variances are flagged early so you can take corrective action before issues escalate.

What You Get by Pairing HubSpot with RunSmart

By using both together, small business owners can:

• Connect HubSpot’s sales forecasts directly into full financial projections
• See how revenue expectations impact profitability, cash flow, and sustainability
• Build budgets grounded in real revenue outlooks
• Track progress with variance analysis
• Get CFO-quality insights — without needing to hire a CFO

In short, HubSpot shows you whether your sales pipeline is on track to hit targets. RunSmart builds on that by linking your forecasted sales to expenses, payroll, and cash flow — giving you the full financial picture you need to make smarter, data-driven decisions.

Ready to see how your HubSpot sales forecasts play out in real financial terms? Try RunSmart today.