Financial Vision Style 679

To create an accurate, comprehensive sales forecast, you must consider several factors, both within and outside of your organization. Take into account previous sales performance, current industry performance, company or industry changes or growth, and the larger business environment (perhaps global). Eliminate the tangle of spreadsheets and slide decks. Introduce a consistent roadmap process across teams. Present a unified portfolio view of all product initiatives. Another great resource is your organization’s 10K or Financial Statement. It has great foundational organizational goals that can be leveraged for this effort. Customers want to know their money and investments are managed well and will lead to future financial security for themselves and for their families. A well-written mission statement earns the trust of current and prospective clients by defining goals that speak to this need. Show your customers how their finances are secure with a mission statement that tailors your services to their needs.

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