Caugia Consulting logo Caugia Consulting

Forecasting and Revenue Planning

Pillar 11 · Performance A structured review of predictability, planning and risk visibility.

What is inside this module

  • Assessment of forecasting methodology and thresholds
  • Visibility into pipeline health and coverage
  • Review of planning cadence and scenarios
  • Recommendations to strengthen predictability

Price: €149 per module

Capabilities assessed

  • Quality of forecast categories and rules
  • Use of leading and lagging indicators
  • Scenario planning and sensitivity analysis
  • Quarterly and annual planning structure
  • Cross functional alignment on revenue expectations

Common failure patterns

  • Forecasts shifting significantly week to week
  • Overreliance on late stage deals
  • Plans built on unrealistic assumptions
  • No structured risk identification
  • Lack of visibility into pipeline drivers

Impact on the GTM system

  • More stable operations and better resource allocation
  • Higher confidence in company level planning
  • Earlier visibility into potential revenue gaps
  • Better alignment between sales, finance and leadership