Forecast accuracy
Identify deals at risk and coach them to success.
Replace hope casting with a forecast built on customer interaction and real engagement.
- 66%
- Still do not use automated data
- 58%
- Of forecasted deals do not close
- 80%
- Of CFOs question sales forecasts
- 93%
- Close less than 25% of forecast
Forecast with confidence
A forecast should reflect the buyer, not the optimism.
Many organizations still ask reps to self report close likelihood, then adjust the number. Engagement data gives the conversation a factual base.
- See deal size against engagement in one view.
- Review account history across channels.
- Improve CRM data with automatic logging.
- Follow swing deals with real time alerts.
Forecast / commit deals
Capabilities
Four forecast improvements.
The original page described the engagement quadrant, account based management, CRM data quality, and real time alerts.
Engagement Quadrant dashboards
Look at the chance an opportunity will close by deal size, using real time sales and customer engagement data.
Account based management
Access historical engagement across email, presentations, and meetings, and save reports by account, team, and rep.
Improve CRM data
Auto log activity and engagement to Salesforce or Microsoft Dynamics and reduce manual verification.
Real time alerts
Follow specific opportunities and join in progress presentations to coach the deals that need it most.
Coaching context
Use meeting recordings and slide level activity to understand why a deal is moving or stuck.
One review rhythm
Bring engagement, account history, and forecast data into the same deal review.
For broader market context, see the research from Forrester Research and CSO Insights that informed the original forecast accuracy page.
Put it to work
See the signal in your own pipeline.
Try Go Digital Science free for 30 days, or talk with us about the way your team sells today.