Forecast Review

See where last quarter's forecast missed.

Compare each submitted position with the outcome. Find where the error entered, its direction and whether the same pattern appeared more than once.

The Forecast Review

Find out where last quarter's forecast moved away from reality.

Compare the CRM position, Seller submissions, Manager adjustments and leadership commitment with what closed.

See how accurate each forecast was, where the error entered and whether the same direction of error appeared repeatedly. The purpose is to improve the forecasting process, not create a league table.

What you get

One readout on your own last quarter.

What each level forecast, at the start of the quarter and at the end
What actually landed, against each of those forecasts
Where the error entered, by team, segment and deal size
The direction of the error, including where the organization over-forecasts or under-forecasts

What we need

Opportunity records and the forecasts you submitted.

Last quarter's opportunities at the start: amount, forecast category, close date and owner
The same opportunities as they closed
Separate Seller, Manager and leadership forecasts where they were written down
One hour at the end to walk you through the findings

What the readout can show

This is arithmetic on your own numbers. It shows the size and direction of forecast error. Explaining why requires the source, decision and timing behind each position.

That second question is what PROOF is for.

Before you send anything.

We sign a mutual NDA and a data processing agreement first. We need opportunity records, not contacts or conversations. Your data is deleted within 30 days after the readout and is never used to train a model. Ask and we will send both agreements before you export anything.

Request a Forecast Review

Why we offer this

Start with your own numbers.

We will not claim a customer result we have not measured.

What most vendors offer

Evidence about themselves

Customer results are useful when the method, baseline and outcome are clear. Ask to inspect the claim behind any number.

What this offers

Evidence about you

Arithmetic on your own last quarter, against outcomes you already know. You can check every line of it because you own both sides of the sum.

What it costs you to find out

An export and an hour

No CRM connection, no trial, no project. If the answer is that your forecast is already accurate, that is a useful thing to learn and we will say so.

Whether this is worth your time

It answers one question, not every question.

It is worth being clear about the boundary before you export anything.

Worth doing if

More than one level of your organization submits a forecast
Last quarter is closed and the outcomes are known
You kept what was submitted at the start, not only what closed at the end
You suspect the error is not random and cannot yet prove it

Not worth doing if

Only one number was ever submitted, so there is nothing to compare
Nobody wrote down the starting position and it cannot be reconstructed
You already measure error by role, period and direction, in which case you are ahead of this
You want the full cause of every error. This review measures where it entered; explaining why needs the decisions and sources behind each position.

That tells you where the error entered.

Explaining why requires the source, decision and timing behind each forecast. That is the part PROOF is for.

See Forecasting

Send us last quarter

We will sign the NDA and the data processing agreement before you export anything.

Request a Forecast Review Four questions to ask first