Checklist

Sales Forecasting Checklist to Spot Risks and Close More Deals

Forecast with confidence and spot risks early to close more deals. Use this checklist to ensure accuracy, uncover pipeline blindspots, and hit your targets.

Forecast Checklist Calendar Image

Say goodbye to shot-in-the-dark forecasting.

Here’s how to use the checklist:

  • A template for scoring deals based on questions you ask your reps
  • How to spot the revenue moments that have the biggest pipeline impact
  • How to have data-driven discussions with your team to drive critical thinking
  • How to look at churn rate when it comes to your overall forecast
  • How to run different checklists for different segments to get better results
  • How to use historical trends to help you make informed evaluations
  • The biggest mistake when modeling your long range forecast
  • A quarter by quarter breakdown of everything you need to forecast accurately
  • How to ask critical questions to validate next quarter’s pipeline

Start forecasting with accuracy today.

Download the checklist

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