Forecast call agenda

What you get

• A timed 45-minute agenda that puts Commit inspection first, while attention is highest
• A pre-call inputs sheet so the number and the deltas are on screen before anyone speaks
• A rep prep checklist that makes the call shorter for everyone
• An action log with owners and dates, reviewed at the top of next week's call
• Ground rules for what gets discussed and what gets taken offline

Who it's for

• •Sales leaders who run a weekly forecast call across several managers
• •Frontline managers who present their team's number
• •RevOps teams who prepare the roll-up and own the action log

What's inside

1. 1

   45-minute agenda

   5 columns, 5 worked example rows

2. 2

   Pre-call inputs

   7 fields to complete

3. 3

   Rep prep checklist

   7-point checklist

4. 4

   Action log

   6 columns, 2 worked example rows

5. 5

   Ground rules

   5-point checklist

6. 6

   Why most forecast calls run long and change nothing

   Guidance notes

The preview shows part of section 1. The full template has all 6 sections (5 not previewed here), with blank rows ready to fill in. Download the full template

How to use it

1. 1

   Send the numbers before the call

   Circulate the roll-up, the week-over-week change in Commit and Best case, and the list of deals that moved category 24 hours ahead. If the first ten minutes are spent pulling a report, the call is already lost.

2. 2

   Inspect changes, not the whole pipeline

   Only discuss deals that entered or left Commit, changed amount, or pushed their close date. A deal that has not changed since last week does not need airtime; a deal that quietly slipped does.

3. 3

   Ask for the unmet criterion, not the confidence level

   'How do you feel about it?' produces adjectives. 'What does the buyer still have to do before this signs, and when?' produces a date you can check next week.

4. 4

   End with a spoken number

   Each manager states their call out loud in the last five minutes, and the leader states the team call. A number that has to be said out loud gets more scrutiny than one typed into a field.

5. 5

   Open next week with last week's actions

   Two minutes on whether last week's actions happened keeps the action log honest. If they routinely do not happen, the call is theatre and you should say so.

Frequently asked questions