Sales Forecasting & Planning training

Four short microlessons on sales forecasting and planning, from a seven-step forecast to steady sales routines and a healthy pipeline.

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A Quick Guide to Sales Forecasting & Planning course preview
4Short, TikTok-style microlessonsIn the browser or the iOS and Android apps

Revenue teams that chose 5Mins

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  • OnlineSelf-paced format
  • 4Microlessons
  • MobileBrowser, iOS and Android apps
About this course

What the Sales Forecasting & Planning course covers

This course covers sales forecasting and planning in four short microlessons. It's built for sellers and sales leaders who want steadier results, and covers a seven-step method for building a sales forecast, forecasting from the buyer's own approval process, what causes up-and-down results and building a healthy pipeline.

Learning outcomes

What your people will be able to do

  • Build a sales forecast from unit volumes and prices
  • Estimate revenue and product margins
  • Create close plans that map the buyer's approval steps
  • Use daily time blocking and outbound routines to steady results
  • Track the input metrics that build a healthy pipeline
  • Use ideal customer profiles and win reviews to sharpen targeting
Course contents

4 microlessons

Each microlesson is a short, TikTok-style video lesson.

17 Simple Steps to Create a Successful Sales Forecast
2How to Have Accurate Forecasting
3Rollercoaster Sales Performance
4How to Build Your Sales Pipeline

  1. 7 Simple Steps to Create a Successful Sales Forecast: A seven-step method for building a sales forecast from unit volumes, prices and margins.
  2. How to Have Accurate Forecasting: Forecasting accurately by mapping the buyer's own approval process.
  3. Rollercoaster Sales Performance: What causes up-and-down sales results, and the routines that steady them.
  4. How to Build Your Sales Pipeline: Building a healthy pipeline by focusing your time on ideal customers.
Audience

Who should take this course

Who it's for

  • Account executives who own a forecast
  • Sales managers and leaders responsible for revenue planning
  • Founders building their first sales forecast
How it runs in 5Mins

Assign it once, then let 5Mins do the chasing

Every course in the 5Mins library runs on the same zero-admin engine.

  • EnrollAuto-enroll

    Enroll people automatically from your HR system, with 100+ HRIS platforms supported.

  • RemindReminders

    Nudges by email, Slack, Microsoft Teams and push until the course is done.

  • ReportTeam Progress Email

    Managers get a regular email with their team's overdue courses and courses due in the next 30 days.

  • EngagePoints and streaks

    Points, streaks and leaderboards keep people coming back to finish.

  • TrackReporting & Insights

    See who has started, finished or is overdue, by person and by team.

Customer stories

Revenue teams that train with 5Mins

Sales, people and L&D leaders on what changed when they moved their training to 5Mins. Pick a team to see what changed.

SalesSales & CS Enablement SaaS 83%

less training time, from 24 hours to 4 hours a quarter

  • 100% voluntary retention, with zero drop-offs
  • Better live sessions, built on short pre-work

Switching to 5Mins cut our online training time from 24 hours to 4 per quarter, and our live sessions got better. We kept 100% voluntary retention and saw zero drop-offs.

Scott BrinkmeyerScott BrinkmeyerLearning and Development Manager, Channable
Read the Channable story
SalesSales & CS Enablement Clinical trial payments 95%

less setup time, from 3+ hours per session to one annual setup

  • 100% of manual tracking spreadsheets removed
  • 3+ hours saved on every training session

We wanted our salespeople to have real conversations with customers, built on listening and reflecting. 5Mins takes the pressure off the people delivering the training. It's like the Duolingo of the corporate world.

Richard McCannRichard McCannGlobal VP of Clinical Site Payments & Data Analytics, Greenphire
Read the Greenphire story
SalesSales & CS Enablement Marketing agency, multiple offices 2 weeks

between live sessions, with microlessons and discussion questions sent out before each one

  • Multiple offices and time zones
  • No full days blocked out for training

Blocking out a full day for training was never realistic. Now short lessons and discussion questions go out before each session every two weeks, so people arrive having already done the thinking.

Lucy StilemanLucy StilemanGlobal Director of Campaign Delivery, Interlink
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★ Free sample lesson

See 5Mins in action with a free sample lesson

Interested in Sales Forecasting & Planning training? Request a free sample lesson, book a short demo with our team, and we'll share your sample lessons after the call.

  • Real microlessons from our library
  • A short demo with our team
  • No card needed

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Free course catalogues

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Free PDF catalogues to share with your managers and your team.

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Your questions answered

Questions about Sales Forecasting & Planning training

How long is the Sales Forecasting & Planning course?

It's made up of 4 short microlessons. Learners can finish it in one sitting or spread it over a few days, and 5Mins sends reminders until it is done.

What does the course cover?

A seven-step method for building a sales forecast, forecasting from the buyer's own approval process, what causes up-and-down results and building a healthy pipeline.

Who should take Sales Forecasting & Planning training?

Account executives, sales managers and founders who need a more accurate forecast and steadier results.

Can I try the course first?

Yes. Request a free sample lesson and book a short demo with our team. After your demo, we'll share sample lessons with you so you can see the format for yourself.

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