Forecasting and Pipeline Management

Guide

The Complete Guide to Building a Sales Forecast

Build a forecast that leaves room for change — preferably with a tool that surfaces real-time sales data.

Article

Consistent sales projections start with open access to data — for everyone from rep to exec. Here’s how to do it.

Trail

Create balanced territories and forecast sales effectively with the Sales Cloud platform.

Guide

Follow our step-by-step guide on filling and managing your pipeline to ensure regular deal wins.

Article

We have the data and we know the math. And now, we have a calculator that lets you easily figure out the right pipeline size to hit your quota.

Guide

Download our blueprint to see how predictive AI helps you plan for contingencies and stay on a growth trajectory.

Trail

Get tips from the experts on the three keys to effective pipeline management: qualification, nurturing, and (woo!) closing.

Trail

Want a look inside the Salesforce pipeline engine? See how we build and manage ours for big, consistent wins.

Sales Enablement Article

Pipeline meetings can often be excruciating for reps and managers. But they don’t have to be. Here's how to fix common pipeline meeting mistakes.

Video

Find out how we enable forecasting accuracy through people, processes, and tools to drive success now.

Video

Measuring pipeline is important in today's economic environment, but the bigger priority is generating pipeline.

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