Effective sales forecasting is essential to sales growth. It enables companies to make informed decisions to achieve short-term and long-term prosperity. Without sales forecasting, there is no way to effectively determine how you should manage expenses, resources, and your workforce. We help clients estimate future sales to plan for transformational growth.

What We Do:
  • Design customized forecasting templates to develop a bottom-up forecast with the sales team and a top-down forecast with management. This helps us understand each group’s perspective of what’s possible to achieve.
  • Run a Gap Analysis to evaluate the difference between salespeople’s expectations and management’s goals. We then work with clients to identify ways to fill the gap, from stretching goals to hiring more people.
  • Develop reports and dashboards to track progress throughout the year. We meet with clients regularly to track progress and address any concerns.
Sales Forecast Template