Quick At-a-Glance Sales Forecasting Guide
5% Probability
Trigger: Prospect attended presentation.
Status: Awaiting feedback.
35% Probability
Trigger: Affirmative response received once after Quote/Proposal delivery.
Status: Initial positive indication.
50% Probability
Trigger: Active communication from prospect post Quote/Proposal.
Status: Engagement & Queries.
75% Probability
Trigger: Advancing tone in communication post Quote/Proposal.
Status: Moving closer to conversion.
90% Probability
Trigger: Post-advancing call attendance and a communicated signing date.
Status: Nearly sealed deal.
Note: Adjust probabilities and triggers based on your specific product, service, and company size. Larger enterprises often experience longer sales cycles.
CRM Integration Tips for Sales Forecasting
- Set up these stages as deal stages or milestones in your CRM.
- Regularly update deal status based on prospect behavior and communication.
- Utilize CRM tools to produce forecasting dashboards & reports based on these criteria.