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Leadership
The forecast call
The weekly meeting where the sales leader reviews the number with managers: what is committed, what slipped, what is at risk, and what has to happen this week.
Owned by: Sales ops managerTest band: Sales ops manager
In practice
Deal inspection, not deal recitation. The call should change the forecast or change the plan; if it only restates the CRM, cancel it.
The kind of thing the test asks
- The forecast call reads out every deal in the CRM each week. It should instead…
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