Forecasting Worksheet and Pipeline Action Plan

Your team can use this worksheet to analyze the deals they have in play at each stage and their likelihood of closing, as well as to figure out the steps they need to take in order to hit their quota. This worksheet will also help your team make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.This tool contains a PDF form. You can edit the worksheet in Adobe Acrobat.

Effective Sales Coaching Questions

Adapted from Premeditated Selling, this job aid contains a list of questions that your salespeople may not be given any consideration to and will help them avoid painful surprises from their clients. They are broken down by the critical elements found in a smart strategic opportunity plan.Questions like these require some time to prepare, and should not be used randomly or haphazardly. They should be used only when preparing for a high impact strategic opportunity planning meeting about one of…