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How to use Scenario Planner - Outreach Support
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With Scenario Planner, you can review and adjust the inputs that Outreach has used to simulate your current forecast projections to see how they may impact your results. It should be noted that the win rates reflected in Scenario Planner are calculated by looking at the deals that were in each stage or forecast category at this specific point in the sales period over the past 3 periods, and the average win rate of those deals. Scenario Planner will run with each set of inputs to provide a distribution of the bear case, bull case, and the most likely outcome. “First, decide how you’d like to measure your pipeline: Weighted Pipeline by Stage or Weighted Pipeline by Forecast.” Select the time period for which you would like to forecast.
First, decide how you’d like to measure your pipeline: Weighted Pipeline by Stage or Weighted Pipeline by Forecast. “Select the time period for which you would like to forecast.” Select a specific user or team in the user rollup.
Select the time period for which you would like to forecast. “Select a specific user or team in the user rollup.” Add optional filters based on picklist fields synced through your opportunity object
Select a specific user or team in the user rollup. “Add optional filters based on picklist fields synced through your opportunity object” Scenario Planner will leverage all data available and allow you to adjust assumptions and volatility with what you, as a leader, know to be true. This solution will allow you to model different outcomes and run thousands of scenarios in seconds.
How to Use Scenario Planner “Scenario Planner will run with each set of inputs to provide a distribution of the bear case, bull case, and the most likely outcome.” First, decide how you’d like to measure your pipeline: Weighted Pipeline by Stage or Weighted Pipeline by Forecast.
Add optional filters based on picklist fields synced through your opportunity object “Scenario Planner will leverage all data available and allow you to adjust assumptions and volatility with what you, as a leader, know to be true.” Results
How to Use Scenario Planner “It should be noted that the win rates reflected in Scenario Planner are calculated by looking at the deals that were in each stage or forecast category at this specific point in the sales period over the past 3 periods, and the average win rate of those deals.” First, decide how you’d like to measure your pipeline: Weighted Pipeline by Stage or Weighted Pipeline by Forecast.
First, decide how you’d like to measure your pipeline: Weighted Pipeline by Stage or Weighted Pipeline by Forecast. “Select the time period for which you would like to forecast.” Select a specific user or team in the user rollup.