Pipeline & Forecasting

Overview

Adopt a broader view of revenue beyond the sales function and evaluate whether your organization’s forecasting methods are robust and accurate. 

Key Topics:

• The fundamentals of forecasting, including major benefits and challenges

• Team roles and responsibilities related to forecasting

• Driving an accurate forecast with relevant data and insights

Core Skills:

• Reflecting on ways you can design a better forecast process using a set of guidelines 

• Evaluating roles and responsibilities around forecasting within your team and/or at your organization

• Identifying the pipeline and forecasting metrics and insights that matter most to your organization’s business goals 

Instructor: Rosalyn Santa Elena | LinkedIn - Rosalyn is the Founder and Chief Revenue Operations Officer of The RevOps Collective, an advisor for several high-growth startups, and an active leader in RevOps and GTM strategies.