Your forecast says one thing. Your target says another. When Customer Success forecasts don’t align with financial goals, the pressure is on to explain and close the gap. But traditional forecasting methods rely on high-level percentages, subjective inputs, or outdated health scores. They don't give you a clear view of which accounts are at risk, how much revenue is on the line, or what actions to take leading you to miss your financial plan, which means its really difficult to close the gap between your forecast and your financial plan.
Here’s the good news: there’s a better way.
With a data-driven approach, you can stop relying on rough estimates and start quantifying your actual revenue gap in real dollars. By combining customer health scores with account-level retention probabilities and contract data, you get a precise, forward-looking view of:
How much revenue is at risk
Where the gap is coming from
What levers you can pull to close it
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