How much pipeline will your ABM program create?

In short

Enter the target accounts in each tier and the share you expect to engage, the rate at which engaged accounts become opportunities, your win rate, average deal size and sales cycle. The forecast returns engaged accounts, opportunities, pipeline value and the closed revenue to expect over the cycle, in total and by tier. The starting values are example planning inputs, not benchmarks.

The starting values are example planning inputs, not benchmarks. Replace them with your own.

%
%
%
%
%
$
Pipeline value
$3.2M
Engaged accounts
127
Opportunities
31.8
Closed revenue over 9 months
$794K
Tier 1 (1:1)
3 opps, $300K
Tier 2 (1:few)
8.8 opps, $875K
Tier 3 (1:many)
20 opps, $2.0M
Your full report

About $3.2M of pipeline from 31.8 opportunities

127 engaged accounts across three tiers. At a 25% win rate that is about $794K closed over a 9-month cycle.

The full report includes

  • Engaged accounts, opportunities, pipeline and revenue by tier
  • The tier where more engagement is worth the most
  • How to define and report an engaged account
  • A 90-day plan tied to your sales cycle

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The method

How it works

  1. Engaged accounts

    Accounts in each tier times the engagement rate you plan for that tier.

  2. Opportunities

    Engaged accounts times your engaged-to-opportunity rate, the same rate for every tier.

  3. Pipeline

    Opportunities times your average deal size.

  4. Closed revenue

    Pipeline times your win rate, expected over one sales cycle rather than in the first quarter.

What engagement rate should we plan for each tier?

Use your own history. Without it, start with a conservative assumption, measure engaged accounts for a quarter with a fixed definition and update the forecast. The starting values in the calculator are examples, not benchmarks.

What counts as an engaged account?

Whatever rule you agree with sales before you forecast, for example a set number of known people from the account active in a period, or a first meeting held. Keep the same rule every quarter so the trend means something.

Why is revenue spread over the sales cycle?

Opportunities created now close over your sales cycle, not in the month they open. Judge the first quarter on engaged accounts and opportunities, and revenue once a full cycle has run.

What if Tier 1 deals are much larger?

The calculator uses one deal size for all tiers to stay simple. If your Tier 1 deals are much larger, run it once per tier with that tier’s deal size and add the results.

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