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A Guide to Successful Forecasting Fundamentals

No matter the size of your business, a sales forecast is an absolute necessity. Learn how you can squeeze more value out of your upcoming sales plans by combining the latest technology with a modern approach to forecasting in our latest guide.

Your sales forecast is arguably the most important number in your company. So why do companies take such a gamble when it comes to putting together their numbers for the upcoming year?

The easiest answer? They don’t know any better. They’re stuck in the “well, this is just how we’ve always done it” mentality. (No wonder 55 percent of leaders don’t have confidence in their ability to forecast sales!)

To secure continued growth, organizations need to employ the right combination of tactics, technology, and data to their sales planning process. This, in return, leads cutting-edge companies towards creating and optimizing winning plans throughout the year to guarantee that their time, energy, and resources are being deployed in the right places at the right time.

Once you create a sales forecasting method that accounts for everything your company wants to achieve in the pending year, you can rest easy knowing you’ve got the most accurate, reliable, and resilient revenue plan possible.

It’s time to say goodbye to unreliable and antiquated processes and hello to intuitive sales forecasting technology!

Need help figuring out where to start? No worries. We’ve got you covered.

In this guide, you will learn how to recognize the common pitfalls of manual forecasting and how to follow a step-by-step approach to creating the best sales forecast possible for your organization.

You will discover:

  • The top four factors that cause inaccurate sales forecasts and how to overcome them.
  • Pitfalls of inaccurate sales forecasting.
  • How to understand where your data, sales process, and pipeline stand today.
  • Which sales metrics you should be measuring.
  • And what type of sales forecast may work for your organization.
  • Forecasting
  • Sales Planning