Video · 14 min

How Salesforce Runs Its Internal Forecasting Process with Salesforce | SaaStr Software Community

More SaaStr Free Advanced

A look inside how one of the most scrutinised forecasts in software is actually built and rolled up, which is a useful sanity check before you present your own three views to a board.

The question it answers

  1. How do I call a quarterly number I can actually defend to my CEO and my board?

Read with it

  1. Explains why the 3x rule of thumb is wrong for most teams and shows how to derive your own coverage number from your actual win... Clari Article · 11 min read Pipeline Coverage Ratio: What Your Number Actually Means Jess Richter
  2. Gives testable definitions for pipeline, best case and commit, including the entry criteria a deal must meet. Copy these into... Clari Article · 9 min read Defining Sales Forecast Categories to Drive Reliable Revenue Blair Stokes
  3. Defines accuracy against the day one forecast rather than the revised one, which is the single change that makes the metric... Forrester Article · 7 min read The Definitive Way to Measure and Grade Sales Forecast Accuracy Dana Therrien
eChai Partner Brands The partnership →