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Fiscal Year Planning: Sales Modeling
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All fiscal year planning starts with data. It's better to have shorter time frames of consistent data than long-term timeframes of data that are inconsistent. Your methodology matters which is why we focus on key data and inputs to be most efficient with sales modeling as we look into the upcoming year.
Data & Inputs Needed:
- Pipeline Creation
- Conversion Rates
- Segmentation
- Budget & Hiring Timelines
- Ramp Schedules
- Additional Investments
- Added Products & Enhancements
- Trend Data
- Board Expectations & Alignment
- Capacity and Support Ratios
- Lead Source Attribution
Types of Sales Models
- Cohort Expansion and New Business Growth
- Rep Capacity
- Rep Productivity
- Pipeline Forecasting
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