Planning and Forecasting

Use metrics to plan and forecast your sales.

About this course

Planning and forecasting is vital to a healthy and thriving sales organization for any agency.

We'll show you how to track leads through the entire revenue funnel and use data to plan and forecast your sales.

 

At the end of this course, you'll know how to:

  • Establish clear and meaningful sales metrics
  • Track leads through your entire revenue funnel
  • Use metrics to plan and forecast your sales

 

For a better experience, you should have:

  • Chrome or Safari browser
  • Headphones or speakers

 

  • Eric Welsh

    Sales Operations Manager

Curriculum30 min

  • Course Overview 1 min
  • Revenue Funnel
  • Unified Sales & Marketing Strategy 2 min
  • Establish KPIs and Metrics 2 min
  • LeadGen to Increase Your Sales 4 min
  • Reporting & Forecasting
  • Sales Reporting Needs 3 min
  • Sales Forecasting and ROI 2 min
  • Tools & Systems for Enablement 3 min
  • Metrics Glossary 2 min
  • Course Review
  • Review Quiz 5 min
  • Survey 2 min
  • Additional Resources 20 min
  • Course Summary 1 min

About this course

Planning and forecasting is vital to a healthy and thriving sales organization for any agency.

We'll show you how to track leads through the entire revenue funnel and use data to plan and forecast your sales.

 

At the end of this course, you'll know how to:

  • Establish clear and meaningful sales metrics
  • Track leads through your entire revenue funnel
  • Use metrics to plan and forecast your sales

 

For a better experience, you should have:

  • Chrome or Safari browser
  • Headphones or speakers

 

  • Eric Welsh

    Sales Operations Manager

Curriculum30 min

  • Course Overview 1 min
  • Revenue Funnel
  • Unified Sales & Marketing Strategy 2 min
  • Establish KPIs and Metrics 2 min
  • LeadGen to Increase Your Sales 4 min
  • Reporting & Forecasting
  • Sales Reporting Needs 3 min
  • Sales Forecasting and ROI 2 min
  • Tools & Systems for Enablement 3 min
  • Metrics Glossary 2 min
  • Course Review
  • Review Quiz 5 min
  • Survey 2 min
  • Additional Resources 20 min
  • Course Summary 1 min