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Sales Forecasts and Pipeline Reviews: Why and How

Point Nine Land

A methodology in five simple steps I learned how to run forecast and pipeline reviews, first, by distilling what my sales managers did when I was a sales rep and, then, building my own systems as a sales leader at Revinate, at Framer, and advising a number of B2B SaaS companies. Why forecasting? I’ll suggest two perspectives here.

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10 Mistakes in Building Out Your Revenue Organization with Insider CEO Hande Cilingir

SaaStr

However, the revenue forecast accuracy and the realization of that revenue each month are more important. No control over forecast accuracy: SaaS founders don’t know how many leads they’ve generated. Not having exemplary sales leadership: The sales lead should not just manage the dashboard efficiently.

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$1M to $100M in 20 Months, The Hard Part: How Everything Breaks in Hypergrowth with Deel Co-Founder & CRO Shuo Wang (Video)

SaaStr

Overcoming challenges by optimizing for success In the early stages of setting up your SaaS business, it’s always a good idea to invest time thinking about the direction you want to take. Forecasting can help define revenue numbers, the support you need to provide, headcounts, and opportunities to tap into new businesses.

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Virtual Data Rooms: The Unsung Hero of Biotech Financing

Andreessen Horowitz

Here, we’re sharing an actionable guide for biotech leadership teams as they start the process of building or renovating their own data room. How is the company’s go-forward budget split across platform investments and program-specific spend? What must be included: the MVP of VDRs So what are the essential must-haves in your VDR?

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Leadership Advice in Times of Crisis—from Highspot’s Oliver Sharp and Robert Wahbe

OpenView Labs

While some industries have been harder hit than others, leaders in every industry face unprecedented challenges on multiple fronts including overall strategy, day-to-day management, forecasting and the wellbeing of their teams (and themselves). There are timeless leadership lessons and best practices that we can draw on today.

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How to Handle, and Share, Bad News

SaaStr

Investors stop boasting about their investments. Because the rough quarter wasn’t communicated and managed right. When you have a stumble, dispassionately and logically re-forecast. have to try to re-forecast on their own — they’ll quickly lose confidence in your ability to do so.

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Dear SaaStr: How Can I Make Sure My Board Doesn’t Fire Me?

SaaStr

You can re-forecast once a year, max. Most VCs can afford to lose the first check they invest in you. You know when that fancy VP of Sales you hired isn’t going to work out. So share it early, before anyone else can even see it. That builds more trust than you can imagine. After that, it’s just a miss, and accept it.