Forecast Your Way to Revenue Growth: A Blueprint for Sales and Revenue Leaders


Sales reps calculate forecasts in spreadsheets and email the numbers to their managers. Managers send more emails back with actions, but the actions are based on stale numbers and insights


Opportunities and predictions roll up automatically and are always current. Reps and managers can stay in the CRM. Notes on the forecast provide transparency into changes. Example: “I believe this customer will delay signing so I’m not including their deal in the forecast.”