Skip to main content
The Trailblazer Community will be unavailable from 10/19/2024 7:00PM PDT to 10/19/2024 10:00PM PDT. Please plan your activities accordingly.

Refresh Your Forecasting Skills

Learning Objectives

After completing this unit, you’ll be able to:

  • Assess forecast accuracy to drive opportunity consistency.
  • Measure the risks and opportunities associated with a business deal.
  • Explain key inputs that drive the forecasting process.

Key Topics

This unit prepares you for the Forecasting section of the Salesforce Sales Representative exam, which makes up 6% of the overall exam. This section of the exam tests these topics.

  • Assessing opportunity success aligned to forecasts
  • Measuring price increase impact and solutions
  • Understanding the impact of renewals
  • Articulating deal lifecycle and next steps

This unit provides a number of interactive, real-world questions that are a lot like the ones you'll encounter as a Salesforce sales representative. Looking at these questions helps prepare you to take the Forecasting section of the Salesforce Sales Representative exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards centered around study topics that help you prepare for the Forecasting section of the exam.

Like the previous units, this unit contains practice questions and flashcards.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the question, then click the answer you think is correct. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose a wrong answer? Check out the table below for related study material.

Question 1
Review The Complete Guide to Building a Sales Forecast to review best practices for building a sales forecast.

Question 2

Learn more about delivering a Forecast with Precision.

Question 3

Study up on how to define your sales process in Forecast with Precision.

Question 4

Determine how sales reps use trends and data to input Sales Territories and Forecasting.

Exam Topic Flashcards

The following flashcards cover Forecasting. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.

Did you choose a wrong answer? Check out the table below for related study material.


Flashcard 1
Review Sales Territories and Forecasting to learn why it’s important to forecast with accuracy.

Flashcard 2

Check out The Complete Guide to Building a Sales Forecast for more information about creating a sales forecast. 

Flashcard 3

Describe the difference between pipeline and forecasting by reviewing Forecast with precision.

Flashcard 4

Discover How a Strong Data Culture Can Make Your Forecasting More Accurate.

Looking for more information? Explore these related badges.

Badge Content Type

Sales Territories and Forecasting

Module

You’ve refreshed your Forecasting skills. Next, let’s take a look at Customer Success.

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback