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Introduction to forecasting and pipeline management
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Review team pipeline and perform deal review
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Understand historical pipeline movement
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Manage the forecast
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Plan for different forecast scenarios
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Summary with reference materials
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Course feedback survey
Forecasting and pipeline management for managers
Learn how to successfully predict and act on your pipeline using Outreach.
This course discusses how a Manager can leverage Outreach’s forecasting and pipeline management features to reduce your weekly deal review meetings and expedite your daily pipeline review.
Topics include:
- Effectively use Pipeline Summary to monitor your deals
- Accurately report on your pipeline and forecast
- View and analyze historical data
- Review and submit weekly forecast updates
- Successfully plan various forecasting scenarios