From Insight to Impact — Elevating CS in Revenue Forecasting

Session Abstract

This workshop focuses on turning Customer Success (CS) insights into revenue-critical intelligence, addressing the common problem of CS being absent from executive planning, which leads to forecasts built on partial data and guesswork. Through practical examples and interactive discussion, participants will learn how to sharpen forecasts, build confidence in projections, and strengthen collaboration with Sales and Finance. The main takeaways include understanding why CS insights are essential for accurate revenue planning, how to confidently integrate CS data into sales forecasts, and practical ways to deepen collaboration with Finance and Sales.