1. Set the revenue objective
Enter the total sales revenue the team is expected to close during the chosen period.
2. Use a realistic deal value
Provide the average booked revenue per closed deal, not the largest recent contract.
3. Enter the win rate
Use the share of qualified opportunities that become closed-won deals.
4. Choose the period
Enter the number of months available to reach the target.
5. Review capacity needs
Compare the required deals and opportunities with current pipeline and staffing.