Ravienta Pty Limited

Category: <span>Forecast</span>

Your Sales Forecast Spreadsheet Isn’t the Problem

It is evidence that your sales team stopped trusting Salesforce. Most sales leaders treat a separate forecasting spreadsheet as evidence of poor CRM discipline. Reps need to update Salesforce. Managers need to stop maintaining their own numbers. Everyone needs to use the system of record. That sounds reasonable. It also misses the point. The spreadsheet […]

Why Your Salesforce Forecast Can’t Be Trusted

Your Salesforce forecast says the quarter is on track. The sales team feels confident. The pipeline number looks healthy. Then the final weeks arrive, deals slip, close dates move and the number changes. The problem is rarely the forecast report itself. Salesforce can only report what people put into it. If opportunities are poorly qualified, […]