So what's your forecasting methodology?

Part 2

Last week we covered the first two steps of a thoughtful #sales forecasting process. Let’s recap a bit.

1. Pre-forecast communication

   1. Reminder of forecast definitions for bottoms-up

   2. How-to guide

   3. Deadline

2. Increase data hygiene by having the following fields meet your standards:

   1. Close Dates

   2. Next Steps

   3. Products

   4. Price

   5. Quantity

   6. Contacts in deal

   7. Stage

Again, you don’t have to forecast like this! But, I’m highly confident if you implement this you’ll start moving the needle within the business. If you really want to power up your forecast I highly suggest revisiting the sales ops tool article so you can implement a hygiene score.

Two quick asks!

1/ If you haven’t fully subscribed as a newsletter reader you’re missing out on my detailed writing where I put pen-to-paper my years of experience leading Go-To-Market operations teams in both large and hyper growth companies

2/ If we’re not connected on LinkedIn or Twitter please do connect with me. I’m also fairly active on several communities: Modern Sales Pros, RevOps Co-Op, and Wizards of Ops. GO JOIN THEM IF YOU HAVEN’T ALREADY

Jeff Ignacio @jeffignacio

How to fix your B2B #SaaS #Sales forecast (starting from scratch) 🧵

Alright so let’s cover the rest of the steps in detail.