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

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