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How does our Next Quarter pipeline look?

  • May 22, 2023
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kstanforth
Clari
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Most folks have no problem focusing on the quarter at hand, but how many teams feel confident today about where they stand for next quarter? 🙋🏾‍♀️🙋🏻

 

Director of Sales, @Adam Wainwright, uses a less well-known workflow in Pulse to see “How does NQ’s pipeline look?” and evaluate what Clari suggests his pipeline should be based on his historical conversion rates:

When evaluating NQ Pipe, we tend to think about the following questions: 

  • “How much more do we need to be moving along in stage to be prepared for NQ start?”

  • “How much do we think will slip from this qtr?” 

  • “Do we need to double down on generation efforts or execution efforts?”

 

Any others we should add to the list?