Executive Members only

Forecasting & Annual Planning

Build accurate revenue forecasts and drive executive alignment.

Next cohort starts September 16.

Join GTM leaders sharpening forecasting skills.

69%

of reps missed quota in 2024 despite lowered targets.

61%

of lost deals are due to indecision—not budget or competition.

Revenue plans fail from misalignment.

 

No one agrees on the process.

Finance wants one number. Sales wants upside. Marketing's out of the loop. You’re stuck translating strategy into reality.

Forecasts that feel like fiction.

You’re asked to commit to revenue—but your CRM is patchy, your team’s optimistic, and the math isn’t convincing.

You’re leading—but guessing.

Without a clear methodology or template, annual planning becomes a political game, not a strategic process.

Join Pavilion and unlock your playbook

Sam Jacobs clapping in front of a room of people

Forecast with accuracy—not opinion

Use proven quantitative and qualitative methodologies to build forecasts you can defend at the board table.

Get aligned before the number gets locked

Create a shared language across Finance, Sales, and Marketing to roll out your plan with clarity.

Plan for change, not just growth

Build processes that let you pivot with confidence when market conditions shift.

Forecasting & Annual Planning curriculum

This course is for Sales, RevOps, and Marketing leaders responsible for delivering revenue. Please note: instructor and sessions are subject to change

Evaluating Different Methodologies

September 16 @ 3PM ET

Learn why revenue predictability is often misunderstood—and how to choose the right forecasting methods for your business.

Stephanie-Valenti-1

Stephanie Valenti
VP of Sales at BILL

Qualitative Importance

September 30 @ 3PM ET

Discover the art behind the science of forecasting, and how qualitative insights can change your annual revenue plan.

Stephanie-Valenti-1

Stephanie Valenti
VP of Sales at BILL

Alignment and Development

October 7 @ 3PM ET

Bring it all together: gain organizational alignment, roll out your plan, and pivot when things don’t go as expected.

Stephanie-Valenti-1

Stephanie Valenti
VP of Sales at BILL

FAQs

Have questions about Annual Planning and Forecasting? We’ve got answers.

It’s taught live by a CRO who’s done this in the real world—and it’s built around what goes wrong in planning, not just how it should work on paper.

No. You’ll walk away with frameworks, models, and language to lead planning conversations—even if you’re not the spreadsheet owner.

A forecasting approach that blends qualitative and quantitative methods, alignment strategies, and templates you can use in your next planning cycle. Plus, a certification to prove it.

Four live sessions, 90 minutes each. Recordings available if you can’t make it live. No exam—just tools that work.

Yes. Whether you run Sales, Marketing, or RevOps, this course gives you the tools to lead your piece of the plan—and influence the whole picture.

That's great! Pavilion members can join in our Member Hub here.

Your next forecast shouldn’t be a guess.

Join revenue leaders turning planning from political to predictable.