Sample Answer
At a prior role I noticed our Q3 revenue forecast relied on an overly optimistic sales conversion increase of 15% without pipeline evidence. I pulled together a concise packet: historical conversion by rep (3 years), lead velocity metrics, and scenario analyses showing upside/downside ranges. I met with the head of sales and showed a sensitivity table that tied commission payouts to realistic outcomes. She pushed back, worried about morale and quota-setting. I proposed a compromise: adjust the corporate forecast down 6% for planning while preserving quota targets and implementing a weekly forecast cadence. Finance and sales agreed. The adjusted forecast prevented a $4.2M budget shortfall in Q3 and improved forecast accuracy from +/-12% to +/-4% by year-end.
Keywords
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