Forecasting & Reporting

Forecasting & Reporting

Position Overview

Responsible for maintaining accurate sales forecasts, ensuring CRM data quality, and providing timely visibility into pipeline performance, risks, and business changes.

Key Responsibilities

• Provide accurate and timely sales forecasts based on current pipeline status.
• Maintain updated CRM records, opportunity data, and sales documentation.
• Monitor and communicate deal risks, customer priority changes, and potential slippage.
• Track pipeline performance and provide regular business updates.
• Participate in weekly, monthly, and quarterly business reviews.
• Prepare and present relevant sales reports and pipeline insights to management.

Required Skills

• Strong experience in Sales Forecasting, Pipeline Management, and Reporting.
• Excellent CRM and data management skills.
• Strong analytical and communication skills.
• Ability to identify sales risks and pipeline trends.
• Experience presenting business updates to senior management.