How can I break down the forecast pipelines ($) on product level?

Currently our sellers give overall ARR inputs on opp level on CRM. We are finding it challenging to take it directly from CPQ quote lines due to multiple records for a single product (i.e. no hygiene on quote lines). Using Salesforce for both CRM and CPQ Any suggestions appreciated. Happy to connect via text/call. Thanks!

Revenue Forecasting RevOps Reporting Sales/Revenue Ops Alignment Stakeholder Management Revenue Strategy Execution Revenue Ops Skills

1 Answer

Zeina Marcotte•

LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo

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In order to forecast at the product level, you’ll need historical bookings broken down by product and/or open pipeline data by product on opportunities in your CRM.Below ...

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How can I break down the forecast pipelines ($) on product level?

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