Before you sit down to do your annual planning, use these templates to gather this historic data so you can model your numbers for the future and plan this year’s goals around solid data.
In our experience, most sales leaders send up managing “in the now” rather than thinking about the future. They’re so focused on the sales numbers that are coming in today that they’re not able to course correct for the future.
When you take time at the beginning of the fiscal year to truly understand your historic sales metrics, you’ll be able to set up a system to manage in the future, rather than being stuck in the now.
SalesDirector.ai is the only conversational AI assistant for sales leaders to get the complete revenue picture and help build a salesforce that scales.