Sales Forecasting & Budgeting

Creation of forecasting/budgeting templates
Total account/business budgeting, forecasting
- Yearly budgeting
- Reviewing and updating forecasts weekly/monthly/QTR looking at following month/QTR and year to go (Frequency may vary depending on the business.)
- Reviewing actuals vs forecast vs budget and recommended actions to close any potential gaps
New product forecasting template
- Review actuals vs forecast and recommendations for potential adjustments