Weather forecasts are sketchy at best. Well-trained scientists leverage serious mathematical equations and endless historical data to try and predict Mother Nature, but we all know how that turns out. In contrast, Actions Forecast in Salesloft is quite the opposite. Whether for good or bad, this is a forecast that you are in complete control over.
If you have actions on a step approaching a due date in a Salesloft Cadence, they’ll show up in the Actions Forecast. Actions within a step that are overdue in a Salesloft Cadence, will show up in the Actions Forecast.
If you go 100% on making calls, personalizing your emails, and performing other step actions, the volume of your Actions Forecast will go down. Spend time prospecting and adding people to the Cadence, and the number of actions in your Actions Forecast will increase.
It’s basic math, really, combined with balancing where you spend your time. And we’ve just made it easier to do exactly that.
With Actions Forecast, view, at a glance, what actions you, fellow reps, groups, or teams have due in the immediate furture.
- Sellers. Plan your day and your next week’s worth of activities more effectively – see where you have too much queued up (need to go heads down) or not enough queued up (time to prospect).
- Managers. Get quick indicators for your performance or your team’s performance. Coach through scenarios where there are too many past due activities or not enough scheduled activities.
- Admins. Make Actions Forecasting available by role, as appropriate for your organizational structure.
- Advanced Filtering. Evaluate by activity type, by user, or both!
Ryan Splain at LogRhythm described the value of Actions Forecast very effectively in his own words. He said “Actions Forecast has helped me manage my team’s workload more efficiently and effectively. Before this new feature, I would have had to spend a great deal of time either asking my reps how many steps they had to complete for the day or check for myself in the cadences. These methods were bothersome to the rep and overly time-consuming for all of us. With Actions Forecast I have full visibility into my team’s current and future workload. This information helps me make better decisions. Whether it’s helping me decide when to schedule team meetings or add new cadences/projects, this information is invaluable and has made me a more strategic and thoughtful manager.”
NOTE: Actions Forecast is available to all Salesloft Admins, and Admins have the ability to grant other roles access to Actions Forecast as appropriate.
We are grateful to have you here with us on this journey, and we hope you feel the #saleslove with this announcement, our past product announcements, and the ones that are just around the corner. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact [email protected].