Where is the best place to start improving the accuracy of pipeline and forecasting reports (currently off by at least 20% each quarter)?
We use Salesforce and currently base reports on opp stages.
4 Answers
Intercom VP, Revenue Operations | Formerly LinkedIn • 9mo
I would start with a diagnostic of why the pipeline and forecast accuracy are so far off. From that, you can identify improvements to make in your process. This likely re...
446 Views
For simplicity sake, I'll assume that your forecasts at the beginning of the qtr are +/-20% from end-of-qtr (EOQ) actuals (since forecasts near the EoQ converge with actu...
590 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 1y
If your pipeline and forecasting reports are only out by 20% each quarter better here is my advice on how to give them surgery:- MEDDPICC for Qualification Rollout: This ...
818 Views
Knowledge Vortex Salesforce Functional Analyst • 1y
To improve pipeline accuracy, I first look at the process related to sales forecasting: How much of the process is (or can be) assigned to objective activities (ie contr...
586 Views