Fiscal Year Planning: Sales Modeling

Fiscal Year Planning: Sales Modeling

14:13 Aug 27, 2024
About this episode
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 CreationConversion RatesSegmentationBudget & Hiring TimelinesRamp SchedulesAdditional InvestmentsAdded Products & EnhancementsTrend DataBoard Expectations & AlignmentCapacity and Support RatiosLead Source AttributionTypes of Sales ModelsCohort Expansion and New Business GrowthRep CapacityRep ProductivityPipeline ForecastingConnect with Jesse:WebsiteLinkedIn
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