#forecasting
2 posts
- Build the Forecast Call: A Starter Skill That Reads Your Salesforce DealsPart 3: a single Markdown file that reads a Salesforce opportunity and suggests a forecast category for each ACV component a rep owns, with the signals behind every call.
- One Deal, Three Stories: Forecasting Renewals, Expansion and Downsell in SalesforceA two-part series on renewal forecasting: a data model where every dollar has one meaning, and a weekly process that makes the judgment behind each forecast call visible.