How to Forecast within 5% with Paul Shea and Chris Lowry

Operations with Sean Lane

Kevin Knieriem, President of Strategic GTM at Clari, wrote, "The sales forecasting process is so much more than just calling a number. It represents the entire operating rhythm of the whole company."

On today’s episode, we’re going deep into forecasting, specifically how Operators can contribute to the forecasting motion at their companies. And to do that, I’m bringing in two people who I know understand the ins and outs of forecasting because I built it alongside them: Paul Shea and Chris Lowry.

Paul and Chris were the architects of our Operations team’s forecasting model that regularly forecasted within 5% of actual results.

In our conversation, we talk about the crawl-walk-run approach you can follow to building your own model at your company, the tough conversations between Sales and Ops when your forecasts are different, and ultimately, whether all of this work is actually worth it.

Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.

Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.