Forecasting Methods
Top-Down (Quota-Based)
Sales reps forecast their own quota. Fast but optimistic. Accuracy: 70-75%.
Bottom-Up (Pipeline-Based)
Sum pipeline by rep and stage, apply historical close rates. More accurate. Accuracy: 75-85%.
Hybrid (Weighted)
Combine both. Weight early-stage deals lower than late-stage. Accuracy: 85-95%.
AI/Predictive
ML model trained on historical deals. Most accurate. Requires 2+ years data.