Forecasting & Tracking Spreadsheet Implementation
LEADER-ONLY SESSION
About the Workshop:
This workshop teaches leaders how to use this tool, so they can hit their numbers. We step attendees through customizing the spreadsheet, so they set realistic annual revenue forecasts, with a built-in mechanism for tracking performance.
It simplifies the breakdown of individual or team targets, conversion ratios, and actions required to reach the company's revenue goals.
This is the starting point for all marketing and sales management. This tool shows how to achieve goals on a weekly, monthly, and quarterly basis.
2 hour session
Price: $1,500
Book a 15-minute call to assess your needs.
Here’s What You’ll Learn:
During this workshop, we break down the number of leads, presentations, prospects, and closed-won deals you need to reach targets.
We will explain how to use this tool as the pulse check for performance when used for both individual and collective results on a regular basis.
We share anecdotal firsthand experiences and theory that leaders in any industry can relate to. Attendees will be equipped with the knowledge and foundational understanding to accurately plan for growth minus the guesswork.
Key Workshop Details:
1. Delivery Process
• Prior to our workshop, we will have a 20-min preparation call to discuss expectations and outcomes, and determine our agenda and attendees
• Workshop will be hosted on Zoom
• Content will be tailored to your unique circumstances and company goals
• Workshop will be recorded and sent post-workshop
• Additional follow-up and support can be provided upon request
2. Audience
This is a leader-only session workshop. It is aimed at Sales, Finance, and HR leaders. The workshop will cover topic relevant to these leadership roles.
3. Length
The workshop is a 2-hour virtual session that will equip you with the knowledge and tools needed for realistic revenue forecasting and performance tracking.
4. Facilitated Cost
The rate for this facilitated workshop is US$1,500.
5. Non-facilitated Cost
If you would prefer to conduct this exercise yourself, the Forecasting and Tracking Spreadsheet tool is available in the "Plan Bundle" or "Complete Sales Management Toolkit™ Bundle", available for purchase in our Shop
6. Deliverables
Leaders will walk away from the workshop with a customized Forecasting and Tracking Spreadsheet for their company, along with an understanding of how to use it in their specific sales process.
All prices in US dollars.