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Step-by-step guide to improve your forecasting accuracy.

Standardize your sales meetings and increase your forecast accuracy with the Ebsta Forecast Cadence. Ebsta shows you the gold standard for running every sales meeting - from pipeline reviews to QBRs and everything in between.

See how Ebsta can help you run:

How to spot opportunities to improve AE quota attainment

1. Begin by identifying where things could have gone better in the previous quarter Start from a fresh perspective. At the highest level in the pipeline tracker, we can filter by the previous quarter (and by team/product if you want to get specific) and see how the quarter unfolded. These are the kind of questions…

Qualify Deals Inside Your CRM

What new opportunities have been created? Have they been qualified?

1:1 Pipeline Reviews

Pipeline Reviews are an essential strategic meeting.

Forecast Call

How to run your forecast call with Ebsta

Quarterly-Business Review

Preparing for your QBR can be time consuming, tedious and exhausting.

Qualify Deals with MEDDPICC®

How to use MEDDPICC to help you close more deals

Top Deals Review

Every deal matters but some matter more.

Next Quarter Review

Next Quarter Pipeline Review: How to be prepared for your next quarter

Organizations

79% of sales organizations miss their sales forecast by more than 10%

Leaders

55% of sales leaders do not have confidence in their forecasting accuracy

Cadence

A revised sales cadence was listed in Sales Teams’ Top-Ranked Tactics for Success over the Next 12 Months - Salesforce State of Sales, 2021

Forecast cadence is proven to improve forecasting accuracy to within a few percent

Here’s the impact of operating cadences:

%
More
accurate
forecasts
%
Higher
revenue
growth
%
Improved
win/loss
rates
%
Increased
net-dollar
retention

Source: Forrester: Future-proof the revenue engine with revenue operations and intelligence