A Hands-On Guide to Designing Your Waterfall Model

A blue and green gradient rectangle with an image of Nani Shaffer from the OpsStars 2023 conference

In the dynamic realm of sales and marketing, achieving revenue targets demands more than just intuition—it requires a structured approach that marries historical data with forward-thinking strategy. This session offers a comprehensive dive into designing a tailored waterfall model, starting with the foundational bookings plan, integrating historical pipeline data and close rates, and finally setting precise pipeline goals for upcoming quarters. By melding art and science, this hands-on guide sets you on the path to predictable and sustainable revenue growth.

Session takeaways:

  • Grasp the importance of anchoring your waterfall model to a clear bookings plan, laying the foundation for all subsequent stages.
  • Harness the power of historical pipeline data and close rates to inform and shape your tailored waterfall model.
  • Discover how a blend of analytical rigor and strategic foresight enables you to set actionable pipeline goals.

Nani Shaffer, Channel99

Tags
  • OpsStars 2023
About the Author
Chengxin Tan

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

Video
2025 ABM Playbook: 5 Tactics to Stay Ahead

Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.