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Sales Pipeline: Forecasts & Scorecards – Data Square
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Sales Pipeline: Scorecards and Alerts


Presenters

Data Square co-presents a B2B Success Story with IBM at the Direct Marketing Association Conference.

Session Description 

Can your business benefit from deeper insights into the sales lead pipeline? How accurate are your projections by product category? Hear about a solution with synergistic tactical and strategic components. The tactical application enables static and dynamic lead prioritization of the open pipeline by building forecasting models. The strategic component includes an Early Warning System to identify potential issues by monitoring the overall health of the pipeline over time and enabling forward-looking, directional insights into deviations, from current to prior time periods, in actual and projected pipeline metrics that could be used to proactively steer the business to success..

Learner Outcomes

• How to apply the strategic and tactical components in tandem to optimize pipeline performance.
• How to develop an Early Warning system to monitor pipeline health and take timely action
• How to project pipeline performance by building static and dynamic forecasting models for lead prioritization