Hi, I am in Ops at a medium-sized agency. I am working to get our Sales, CS and Finance all looking at our Sales Forecast the same way but of course they each have different goals (Sales: trying to close deals, CS is forecasting capacity and hiring needs based on sales coming in and Finance is trying to keep a conservative forecast to run the business off of).
I'm wondering if others have worked through this challenge. I'm trying to decide if I should push for centralized logic that tells us what deals are likely to close and all groups run off of that or do I allow for varying logic by group. I'm thinking one needs to be the ultimate source of truth on the logic for what deals are going to come in, but wondering what others would do in this scenario.
