Forecasting Worksheet and Pipeline Action Plan

Templates and Tools

Member Benefit

Forecasting Worksheet and Pipeline Action Plan

Your team can use this worksheet to analyze the deals they have in play at each stage and their likelihood of closing, as well as to figure out the steps they need to take in order to hit their quota. This worksheet will also help your team make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.This tool contains a PDF form.

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About the Authors

Roxy Torres

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).