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Define Forecast and Commit Deals in the sales handbook - #5953

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docs/forecast-and-commit-definitions
Oct 17, 2026
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MichaelBDavis merged 1 commit into
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docs/forecast-and-commit-definitions

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Description

Define Forecast Deals as the business we expect to close in the quarter and Commit Deals as the higher-confidence subset included in that forecast. Forecast Deals can qualify from Stage 3 when they meet the buyer, commercial, technical and timing criteria; Commit Deals must move to Stage 5 - Commit and meet the stronger confirmation criteria.

Add the agreed four criteria for each definition to Forecast Review, keep ARR and new-customer counts on the same assumptions, and use quarter-end language so the guidance applies to every forecast quarter. Include the criteria in meeting preparation and align the Proof of Value page so it no longer implies that forecast eligibility begins at Stage 4.

Related Issue(s)

None.

Validation

  • git diff --check passes.
  • Reviewed the Markdown structure and confirmed the new links point to the Forecast Review headings.
  • Documentation-only change; no application behavior changed and no new unit tests are needed.

Checklist

  • I have read the contribution guidelines.
  • I have considered the performance impact of these changes (documentation only).
  • Validation appropriate to the change is complete.
  • Documentation has been updated.
  • Blog art request: not applicable.

@MichaelBDavis
MichaelBDavis enabled auto-merge (squash) October 17, 2026 15:37
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@MichaelBDavis
MichaelBDavis merged commit 806c4d6 into main Oct 17, 2026
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@MichaelBDavis
MichaelBDavis deleted the docs/forecast-and-commit-definitions branch October 17, 2026 15:38
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