Скачать или смотреть GTM Goal Template | How to Forecast Using Historical Data

GTM Goal Template | How to Forecast Using Historical Data

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How do you use a GTM template to set smarter goals?

In this episode, Brian Kreutz from RevPartners’ Playbooks Team explains how to use a simple spreadsheet template (in Google Sheets or Excel) to set go-to-market goals. By aligning your metrics to the revenue performance model and tracking historical data, you can build accurate forecasts and align your sales and marketing teams around measurable outcomes.

We’ll walk through how to:
• Map GTM metrics to your customer journey.
• Track historical data for forecasting.
• Smooth out volatile conversion rates with averages.
• Adjust for business changes (pricing, product, strategy).
• Start from revenue targets and work back up the funnel.

👉 If you want to build reliable, data-driven GTM goals, this is the template you need.

⸻

⏱️ Chapters

00:00 – Introduction: The GTM Goal Template
00:10 – Using a Spreadsheet for Goal Setting
00:26 – Aligning Metrics to the Revenue Model
01:03 – Defining Metrics and Conversion Rates
01:22 – Tracking Historical Data for Forecasting
01:53 – Analyzing Trends and Growth Trajectories
02:30 – Setting Benchmarks with Averages
03:08 – Forecasting Toward a Revenue Goal
04:09 – Factoring in Business Context
04:56 – Updating Forecasts Quarterly

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