Improve Sales Forecast Accuracy With This 2x2 Matrix

Complete this 2 x 2 customer sentiment and engagement matrix to get a real-time pulse on deals across the sales org.

Forecast accuracy hinges on your ability to obtain three things:

A high-quality forecasting method

High-quality
CRM data

Emotional
insights*

* Opportunity level insights regarding customer sentiment and engagement.

For each opportunity, answer five questions pertaining to sentiment and five questions pertaining to engagement. In doing so, you’ll need to recall:

words, phrases, contextual cues, share of voice

tone of voice, inflections, hesitation

body language, facial expressions, reactions, eye gaze

Tally up your score

Map each opportunity on the 2 x 2 matrix.