The mobile, social, big data, cloud, and analytic capabilities built into modern best practice enable you to improve sales forecasting accuracy. Assign appropriate win probabilities to leads to create insight-driven forecasts. Use reality-based forecasting and submit baseline forecasts. Securely collaborate with your entire sale team via mobile and social media. Manage individual forecasts, rollup forecasts to different management levels, and submit final forecasts. Use the following modern best practice as your roadmap to optimize your sales organization for growth.
Assign win probability, close date, and sales stage in dashboard. Define, create, and interact with opportunity team(s).
Understand current objectives, business metrics, and trends.
Use reality-based forecasting to determine accuracy of opportunity information.
Review opportunities on dashboard. View changes and create baseline.
Collaborate, interact, and modify opportunity and forecast information.
Create rollup/pyramid forecasts for product groups, categories, and divisions.
Complete activities and submit final forecast.