Forecasting

Value of This Blueprint

As CS teams take on revenue ownership, accurate forecasting becomes critical. This blueprint empowers teams to combine quantitative data and qualitative judgment to project renewals and expansion revenue across current and future quarters.

High-Level Strategy

This approach blends CRM data with CSM input to drive accurate, transparent forecasts:

• Syncs deal/opportunity data from your CRM
• Leverages formula fields to calculate forecasted outcomes
• Surfaces dashboards for current, next, and past quarter comparisons
• Encourages data-driven conversations around renewal confidence and pipeline health

Technical Guidance

Requires revenue configuration, lifecycle tracking (renewal dates, statuses), and CRM opportunity or deal object integration.

What’s Included in This Blueprint

• Forecast Formula Fields (Renewal, Churn, Contraction, Expansion)
• Forecast Dashboards (Current, Next, Previous Quarter)
• Forecast Table & Board
• Forecasting Documentation Template
• Forecasted Churn/Contraction Success Metric