Strategic Pipeline and Opportunity
Performance Review


Gain a Rigorous Forecasting Model
for Informed Decision Making


    Identify the Gaps in Your Forecast

    Forecasts based on unqualified data, about the size and likely conversion of opportunities, can lull sales
    organisations into thinking their pipeline will deliver both the forecast and the target, only to be left short.

    Do you find that:  

    Pipeline and Opportunity Performance Review Workshop

    This virtual workshop provide sales organisations with a clear understanding of the challenges that are creating barriers to sales efficiency and effectiveness and selects the right levers to ensure forecasting accuracy.

    We analyse sales forecasting, stage-of-sale probabilities and qualification method, following a simple four-phase approach controlled by a light-touch project management process. 

    Download Workshop Datasheet
    1

    Preparation and Planning

    A top-level guided discussion to drive out the key challenges. 
    2

    Analysing the
    Problem

    Guided brainstorming to identify/clarify the problems. 
    3

    Generating and Selecting Solutions

    We collectively develop and explore the best solutions to overcome the identified problems.
    4

    Implementing and Evaluating

    Plans developed and agreed to action the strategies and solutions identified. 
    Enquire

    Look Ahead and Forecast with Confidence

    We embed SCOTSMAN® into selling practices, creating a robust forecasting model enabling leaders to remain in control.
    • Dashboards include SCOTSMAN® reviews and 1-2-1 reviews, promoting a closed loop process.
    • A robust forecast capable of determining the required pipeline to achieve quota. 
    • Tracking information and reporting alert managers to any deltas so corrective action can be taken.

    Arrive at the True Root Causes of Your Selling Issues

    Gartner predicts that 20% of deals are lost because of complex workflows and procedures in the sales process.

    Guide to Root Cause Analysis and Problem solving for sales forecasting improvement

    Guide: Applying Root Cause Analysis and Problem Solving to Forecast Accuracy Improvement.