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Is Your Sales Forecast Built on Evidence, or Optimism?

Download the Standard of Evidence for Sales Forecasting Template and give your team a practical way to test whether forecasted opportunities deserve to be there or not.

Many forecasts look strong but fail to materialise.Often, the issue is not effort. It is that the forecast is built on assumption, enthusiasm or relationship confidence rather than observable evidence.This template helps CEOs, CROs, founders and sales leaders apply a clear standard of evidence to every forecasted opportunity, so the number taken to the board is more realistic, more defensible and more useful.Enter your details to access the template and receive occasional insights on revenue architecture, strategic account growth and forecast discipline.

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What the template helps you do

Use it to:

  • Separate real opportunities from assumed opportunities

  • Challenge weak forecast evidence without making it personal

  • Identify missing budget, stakeholder, value or decision evidence

  • Downgrade deals that are not forecast ready

  • Build a forecast that can stand up to board scrutiny

The template includes:

  • A 10-part evidence scorecard

  • Strong and weak evidence examples

  • Critical evidence gaps

  • Deal downgrade triggers

  • Forecast confidence guidance

  • Leadership review questions

  • A one page summary for forecast meetings

Download the Standard of Evidence Template. Use it in your next forecast review to move the conversation from opinion to evidence.

Enter your details to access the template and receive occasional insights on revenue architecture, strategic account growth and forecast discipline.

Rebecca Jenkins helps CEOs, founders and leadership teams design the revenue architecture and operating system needed to secure and scale B2B revenue.She has built and scaled a business to £55m, led sales in a FTSE 250 environment, and now works with leadership teams to strengthen strategic account growth, forecast integrity and commercial confidence.

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