Sales Forecasting is Only as Good as Your Pipeline

Stop Letting Stale Proposals Distort Your Data

If you're attending the Capsa Intelligence webinar about ancillary sales on Friday, March 6th, you're probably already thinking about reporting. This session picks up where that conversation leaves off. We'll focus on the Aspire data that makes those reports reliable, whether you're using Capsa or not.

Strong reporting depends on clean data. If opportunities sit open without a clear decision, your pipeline and forecasting start to drift.

In this 60-minute, hands-on Aspire working session, we'll focus primarily on active opportunities and how they are being reviewed. We'll also look at a few key settings that influence how those opportunities age and appear in reporting.

You'll be in your own system, following along on your screen as we walk through what to look for and how to review it consistently.

You'll leave with:

• A clear view of which proposals need a decision
• A simple weekly review structure
• Language you can use with your team to keep the pipeline clean

This session is a collaboration between Momentum Lab and Capsa Intelligence.