The TruthPipe blog
What is happening in the Salesforce world and what it changes for a forecast, explained and sourced.
- Salesforce forecasting: how it works, and how to make the number honest
. What Salesforce Pipeline Forecasting does by default, how categories roll up, and how to take silent deals out of the number.
- CRM hygiene: a checklist for clean pipeline data
. What CRM hygiene means for a sales pipeline, ten checks with SOQL queries, and a weekly, monthly and quarterly cadence.
- Salesforce opportunity stages: the defaults, and a set that forecasts better
. The default Salesforce stages and probabilities, how they feed the forecast, and how to redesign them with exit criteria.