Planning and Forecasting
course
Planning and Forecasting

bpxrmKrRBqw5

Agency
30

min

About this course
Planning and forecasting is vital to a healthy and thriving sales organization for any agency. This metrics-focused course teaches web agency professionals how to build a unified sales and marketing strategy powered by clear KPIs, conversion tracking, and accurate forecasting. You'll learn how to establish meaningful metrics across your entire revenue funnel, and demystify sales forecasting by showing you how to predict how many opportunities you need in your pipeline to hit revenue goals. You'll transform your agency from reactive to predictive, enabling confident scaling and sustainable revenue growth.
What you'll learn
  • Establish clear, meaningful KPIs and metrics that align sales and marketing teams toward unified revenue goals
  • Track and measure conversion rates at every stage of the revenue pipeline
  • Use conversion metrics to accurately forecast sales and predict pipeline needs
  • Calculate and optimize critical business metrics including customer acquisition cost (CAC), customer lifetime value (CLV), churn rates, and return on investment (ROI)
  • Discover the right tools and systems to support data-driven sales and marketing decisions
Who should take this course?
Web agency owners and sales leaders who want to move beyond guesswork and use data-driven metrics to predict revenue, scale their business, and align sales and marketing efforts.
Frequently asked questions

  • I'm not great with numbers or analytics—will this course be too technical for me?

    The course is designed to be practical rather than overly technical. While you'll work with important metrics, the focus is on understanding what they mean for your business and how to use them for decision-making rather than complex mathematics.

  • My agency is still small—do I really need this level of metrics and forecasting?

    Actually, establishing metrics early is one of the best investments small agencies can make. Understanding your conversion rates and customer acquisition costs now prevents expensive mistakes as you scale and gives you the data you need to make smart growth decisions.

  • How does this course connect to the other sales and marketing courses in the learning path?

    This course builds directly on previous courses about sales processes, ideal customer profiles, and sales pitches by adding the metrics layer that makes all those strategies measurable and improvable. It's designed as the capstone that transforms your sales approach from qualitative to quantitative, allowing you to optimize every element you've learned.