CRM & sales ops21 categories
Stress-test this forecast
A committed number you have to defend at the end of the week.
Review the forecast below and tell me where it breaks. Check: coverage against target, how much depends on the largest two deals, how many deals need to close in the final fortnight, whether the stage-weighted total matches the committed number, and how this cohort compares to historical conversion by stage if that data is included. Give a best case, a likely case and a bad case, each with the assumptions that produce it. Name the single deal whose slip would do most damage. Forecast:
Making it yours
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Reports and forecasting. Turning a question about the business into a report, a query, or a number you can defend.
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