Revenue Planning

What must you do — consistently — to make your number inevitable?

Firm Revenue Target — 2026
$5.1M
Prior year: $4.0M  ·  YTD actual: $4.2M  ·  Gap to target: −$900K
Syncs to Performance Overview
The Performance Benchmarking Formula™
P
3
Proposals / week
×
C%
40%
Change rate
×
A$
$15.3K
Avg revenue / deal
×
W
49
Weeks / year
×
SP
1
Sales power
=
TR$
$900K
Total Revenue
Proposals / Year
147
3/week × 49 weeks
Closed Deals / Year
59
147 × 40% change rate
Weekly Target
3
Quadrant 3 proposals / week
Proposal Volume
On Pace
Averaging 2.1/week this quarter. Keep Quadrant 1 pipeline healthy.
Change Rate
Below Target
25% vs. 33% team avg. Check HQAA — are you presenting before blocks are strong?
Deal Size
Trending Down
$22K from $28K last quarter. Deepen Impact — cost in the absence of change.
Cycle Length
42 Days
Quadrant 1 & 2 to Quadrant 3 averaging 42 days. Are Roadblocks and Impact strong enough?
What-If Analysis
What-If Calculator
P — Proposals
Quadrant 3 / week
Current
142
What If
180
100 Target: 180 240
Impact
+$420K
Change Rate
Quadrant 3 close rate
Current
61%
What If
70%
40% Target: 70% 90%
Impact
+$580K
Avg Case Size
Per closed case
Current
$47K
What If
$50K
$30K Target: $50K $80K
Impact
+$260K
Weeks
Selling weeks / year
Current
49
What If
52
40 Standard: 49 52
Impact
+$55K
Sales Power
Teams / reps
Current
1
What If
2
1 Current: 1 team 8
Impact
+$900K
Projected Outcome
Projected Revenue
$5.9M
Above target — all levers improved
Current Trajectory
$4.2M
Based on current pace
Gap to Close
+$1.7M
Additional revenue from what-if inputs
$0
$7M
Target $5.1M
Scenario Comparison
Current Pace
Below Target
Quadrant 3 Meetings 142
Change Rate 61%
Avg Case Size $47K
$4.07M
Projected Revenue
Hit All Targets
Above Target
Quadrant 3 Meetings 180
Change Rate 70%
Avg Case Size $50K
$6.30M
Projected Revenue
Improve Quality Only
Near Target
Quadrant 3 Meetings 142
Change Rate 75%
Avg Case Size $47K
$5.00M
Projected Revenue
Cheapest path to target
Improving Change Rate from 61% to 70% adds $580K — more impact than adding 20 extra meetings ($420K). Quality over quantity.