Mastering B2B Sales Forecasting

Struggling with forecasting in B2B SaaS? You’re not alone. In this video, we break down practical tips to make your forecasts more accurate and less stressful.

Here’s a quick rundown:

• Forecasting Challenges: Why traditional methods often fail in B2B SaaS.
• Using CRM Forecast Categories: How to categorize opportunities to build reliable forecasts.OK
• Base vs. Stretch Forecasts: Learn the difference and when to use each.
• Key Indicators: Spot the signs of a solid deal vs. one that might fall through.
• Separating Money Fields: The importance of differentiating ARR, one-time fees, and total contract value.
• Maintaining Deal Hygiene: Keep your forecast clean and accurate by updating deal stages and close dates.
• Selective Forecasting: Focus on the right deals to include in your forecasts.