Sales Forecasting Toolkit

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Confirm your organization provides regular and thorough communication to members of the sales Leadership Team on status of new prospects, pending sales/contracts, Sales Forecasting and planning, and sales pipeline.

More Uses of the Sales Forecasting Toolkit:

  • Support Sales Forecasting and Demand Planning activities.

  • Supervise: weekly reporting of sales expenses, customer call planning, mileage report, Sales Forecasting and Competitor Research.

  • Collaborate in the development of Sales Forecasting plans.

  • Oversee: partner with sales and finance to create and maintain Sales Forecasting models and informed budget data.

  • Ensure you unify; lead Business Analytics related to costs, Sales Forecasting, commercialization.

  • Provide detailed and accurate Sales Forecasting.

  • Govern: design, implement, and manage Sales Forecasting, planning, and budgeting processes.

  • Be accountable for handling operations tasks as contracting, Sales Forecasting, and standing up of organization tooling.

  • Use Sales Forecasting or Strategic Planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring Market Trends.

  • Lead Sales Forecasting and other sales leadership activities.

  • Oversee: implement and proactively monitor Sales Forecasting, planning, and budgeting processes with a high level of quality, accuracy, and consistency.

  • Coordinate: Direct Sales Forecasting activities and set Performance Goals accordingly for various key accounts.

  • Oversee: Direct Sales Forecasting activities and sets Performance Goals accordingly.

  • Secure that your corporation complies; Sales Forecasting, planning and reporting.

  • Drive: Direct Sales Forecasting activities and set team Performance Goals accordingly.

  • Secure that your strategy supports annual Sales Forecasting and budgeting process.

  • Manage all elements of Sales Forecasting for a particular Territory/Region.

  • Formulate: strategically manage ongoing relationship via Account Planning and Sales Forecasting processes.

  • Make sure that your planning participates in Sales Forecasting and establishes Performance Metrics guidelines.

  • Qualify new sales opportunities consistently and demonstrate accurate Sales Forecasting.

  • Perform Sales Forecasting for Goal setting, using past data and indicators.

  • Warrant that your venture develops annual budgets and oversees monthly, quarterly and annual Sales Forecasting processes.

  • Guide: implement and execute Sales Forecasting, planning, and prime market budgeting processes.

  • Establish that your business delivers realistic and accurate Sales Forecasting of potential customers to the sales Leadership Team and work with them to develop a plan to close deals.

  • Initiate: project pricing and Sales Forecasting.

  • Ensure you steer; lead Sales Forecasting in collaboration with sales leadership and provide insights into ways to improve Sales Effectiveness and performance.

  • Assure your project provides Training And Coaching on Sales Forecasting, analysis, and Stock Management processes.

  • Pilot: deep Business Process knowledge in Sales And Operations Planning, Sales Forecasting and collaboration, inventory planning and optimization, and supply/replenishment planning.

  • Be able to coordinate Sales Forecasting needs Cross Functionally with Internal Stakeholders.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sales Forecasting Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Sales Forecasting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales Forecasting specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Forecasting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Sales Forecasting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What resources are required for the improvement efforts?

  2. How do you recognize an objection?

  3. Do Vendor Agreements bring new compliance risk?

  4. What evidence is there and what is measured?

  5. Where is it measured?

  6. How do you define the solutions' scope?

  7. How are costs allocated?

  8. What knowledge, skills and characteristics mark a good Sales Forecasting project manager?

  9. Why a Sales Forecasting focus?

  10. What causes mismanagement?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales Forecasting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Sales Forecasting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales Forecasting Self-Assessment and Scorecard you will develop a clear picture of which Sales Forecasting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales Forecasting Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales Forecasting projects with the 62 implementation resources:

  • 62 step-by-step Sales Forecasting Project Management Form Templates covering over 1500 Sales Forecasting project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Forecasting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Forecasting Project Team have enough people to execute the Sales Forecasting Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Forecasting Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Sales Forecasting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales Forecasting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales Forecasting project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Sales Forecasting project with this in-depth Sales Forecasting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Forecasting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Sales Forecasting and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales Forecasting investments work better.

This Sales Forecasting All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.