Strategic Sales Analysis and Forecasting
This workflow prepares sales and quota data, generates monthly revenue forecasts using a machine learning model, and combines these forecasts with quota and pipeline metrics for each territory and month.
The process includes:
Transforming and joining territory quotas with a calendar to create monthly targets.
Applying a trained regression model to predict 2025 revenue by territory and segment, using recent sales features.
Aggregating and joining forecast, quota, and pipeline data to calculate key planning metrics such as revenue gap and risk classification.
Structuring the results for further analysis and AI-driven insight generation.
This enables a clear comparison of predicted performance against targets, supporting territory-level planning and risk assessment.