Technology

Forecasting & Planning

Technology · Annual & quarterly sales planning · Gap identification

Forecast Accuracy: 78%

Annual Target

$49.9M

FY 2025

Full-Year Forecast

$51.6M

vs target (Weighted Pipeline)

YTD Actual

$38.4M

Through Oct

Remaining Pipeline

$8.5M

Q4 open pipeline

Forecast vs. Actual vs. Target

Monthly revenue ($M) · Weighted Pipeline model

Quarterly Gap Analysis

Forecast vs. Target gap ($M) by quarter

Quarterly Targets & Attainment

QuarterTarget ($K)Forecast ($K)Actual ($K)AttainmentStatus
Q1 2025$9,700$10,100$9,700100%Achieved
Q2 2025$11,700$12,600$12,200104%Achieved
Q3 2025$13,400$13,300$12,70095%At Risk
Q4 2025$15,100$15,600In Progress

Identified Gaps & Actions

Q4 SMB Pipeline-$1.2MHigh Impact

Recommended: Accelerate outbound prospecting

West Territory-$420KMedium Impact

Recommended: Review rep capacity & ICP

Analytics Add-on Attach-8ptsMedium Impact

Recommended: Enable solution selling training