Effective Sales Forecasting & Revenue Planning
Forecast and Plan
Accurately predict revenue outcomes and build a data-backed, achievable revenue plan.
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Pipeline Inspection
Quickly assess and take swift action on deals that present opportunity and risk in your team’s pipeline. Make quick adjustments to the forecast to improve its accuracy and predictability
Pipeline Management
Create a detailed plan of the right activities when the team is coming up short and close gaps in pipeline coverage. Know how to ensure a healthy sales pipeline by identifying pipeline risk and preemptively influencing opportunities critical to the current and future quarters
Forecasting
Improve forecast accuracy with insight into all stages of the funnel, audit the underlying assumptions in the forecast, and quickly drill down into how deals are moving at all levels of the organization. Identify, game out, and remediate risk by highlighting specific deals that contribute to pipeline softness in various scenarios.
Annual Planning
Establish a confidence-inspiring, strong foundation for annual planning that utilizes data instead of human assumptions to generate an attainable goal for the team with the appropriate strategy and tactics. Leverage buyer data, identify historical trends, and identify sources of pipeline and revenue to model revenue scenarios that support the annual plan.