12 Must-Have Salesforce Dashboard Charts | With Video And Examples

12 Must-Have Salesforce Dashboard Charts | With Video And Examples Contact us Many sales managers are crestfallen when it comes to Salesforce dashboards.. Sales leaders expect dashboards to give complete visibility of the sales pipeline. They want inaccurate sales forecasts to be a thing of the past. And they require detailed metrics to highlight when,…

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Forecast Categories | What They Mean and How To Use Them

This guide tells you everything you need to know about Forecast Categories.

Forecast Categories | What They Mean and How To Use Them Contact us This guide tells you everything you need to know about Forecast Categories in Salesforce. In this guide, I explain: 1. The vital basics of the Forecast Category field in Salesforce. 2. How Forecast Categories and Opportunity Stage fields relate to each other.…

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Why An Expected Revenue Sales Forecasts Stands Up to Scrutiny | With Video & Examples

Expected Revenue delivers a reliable sales forecast.

Why An Expected Revenue Sales Forecasts Stands Up to Scrutiny | With Video & Examples Contact us This article is a complete guide to using Expected Revenue in sales. Why is this topic critical for sales managers? It’s vital because Expected Revenue delivers a reliable revenue forecast that stands up to scrutiny when used correctly.…

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How to Use Product Schedules to Improve Your Revenue Recognition

How to Use Product Schedules to Improve Your Revenue Recognition Contact us If your revenue recognition forecasts are little more than an educated guess (or even a stab in the dark), then this article is for you. I’ll explain precisely how to use product schedules to forecast revenue recognition accurately. Whatsmore, I’ll show you how…

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How To Confidently Forecast Revenue Over Time With Schedules

How To Confidently Forecast Revenue Over Time With Schedules Contact us Many people tell me how it’s difficult to forecast revenue over time in Salesforce. That’s partly why they often make one of the three scheduling mistakes that I outline below. Nevertheless, it’s often vital to schedule revenue over time. That’s because sometimes, no money…

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How To Measure Sales Pipeline Coverage With Confidence

How To Measure Sales Pipeline Coverage With Confidence Contact us Sales pipeline coverage measures the ratio between the dollar value of your funnel and upcoming revenue targets. For example, a sales pipeline coverage ratio of three means your total pipeline is three times your quota. In this case, you need to close 33% of the…

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5 Easy Tips That Will Make Opportunity Probability Your Trusted Friend

5 Easy Tips That Will Make Opportunity Probability Your Friend

5 Easy Tips That Will Make Opportunity Probability Your Trusted Friend Contact us Opportunity Probability stands in the corner at pipeline review parties. Usually, he barely gets a second look. Everyone knows he’s always invited. But no-one feels like speaking to him. Sometimes, it would be better if he just went away. Nevertheless, here’s the…

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Your Sales Forecast Is Probably Wrong (So I’ve Written This Guide To Getting It Right)

Your Sales Forecast Is Probably Wrong (So I’ve Written This Guide To Getting It Right) Contact us Many sales managers struggle to create reliable sales forecasts. In fact, many forecasts are wildly inaccurate. Even (or especially) when the sales team is using a CRM system such as salesforce. The trouble is gut feel just won’t…

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