SaaS Lead Forecasting Template
Get a better picture of expected leads, opportunities and revenue over the next 12 months
Get a better picture of expected leads, opportunities and revenue over the next 12 months
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Lead forecasting — it can take hours, if not days to get to an answer you’re comfortable with, and one you can share with your CEO or the board, and it still often feels like an anxious finger in the air.
Transparently, we had the same problem. Clients would ask us for forecasts, we’d pull together our best estimates based on experience and industry benchmarks, and we’d often find ourselves in difficult conversations when expectations hadn't been met.
But the truth is, no two SaaS businesses are the same, and marketing is becoming less and less predictable. We needed a better way, one that helped everyone get on the same page about what to expect.
So we created a template that’s based on your data, and paint a picture of what to expect over the next 12 months.
Why use our lead forecasting template?
Know the goalposts for the next 12 months: Based on your historic performance and budgets, you’ll get a pessimistic, optimistic and average indication of what the next 12 months look like for you.
Get a snapshot of marketing ROI: As well as lead and opportunity forecasting, add your average deal size and close rate to get a sense of the expected ROI from your marketing budget over the next 12 months.
Quickly understand your trajectory: All you need is your traffic, lead and opportunity volumes, the model does the rest. You’ll have a clear sense of whether you’re making progress or entering a performance decline.