Forecasting and Reporting Process Design Questions

Designing forecasting and reporting processes that produce timely, accurate, and actionable insights for planning and decision making. Topics include selecting appropriate forecasting methodologies such as bottom up pipeline driven forecasts, top down target driven approaches, probability weighted and scenario planning, and understanding when each is appropriate. Candidates should be able to describe pipeline hygiene and conversion rate assumptions, data sources and data quality checks, cadence for monthly operational reviews and quarterly business reviews, design of real time dashboards and executive reports, key performance indicators to track error and bias, and mechanisms to communicate uncertainty to stakeholders. Also include processes for continuous improvement, integrating forecasting into planning and budgeting cycles, and aligning reporting outputs to different audiences.