SALES FORECAST
Use the numbers you already have.
Use growth for an existing sales run rate. Use weighted pipeline for open deals with a real close-rate history.
GROWTH FORECAST
Project month by month.
Each month starts from the one before it, so the growth rate compounds.
WEIGHTED PIPELINE
Use the close rate you have earned.
Open pipeline multiplied by historical win rate gives a more useful number than pipeline alone.
- Open pipeline
- $500,000
- Historical win rate
- 30%
- Weighted forecast
- $150,000
MAKE IT USEFUL
Update it when the pipeline changes.
Close rate, deal size, and sales cycle all move the result. Change those first when the forecast looks wrong.
Growth forecastBest for recurring or steady monthly sales
Weighted pipelineBest for opportunity-based B2B sales
Use historical dataTargets are not the same as a forecast
