Most sales forecasts look good – until you realize they’re built on internal assumptions, not on real customer progress.
In many capital goods companies, sales teams regularly update their forecast. Opportunities are labeled, weighted, and pushed forward in CRM. From the outside, it looks like a system. But under the surface, something’s off: deals get stuck, quotes go unanswered, and revenue goals feel oddly detached from reality.
Sales forecasts often rely on internal milestones – not on where the customer really stands in their decision process.
One of the first turning points in many of our projects comes when we visualize the client’s funnel using real CRM data. Tools like Aurora help structure the funnel around observable customer behavior – which is especially critical in long, complex buying cycles.
What sounds like a straightforward step – mapping existing opportunities to clearly defined funnel stages and customer commitments – quickly reveals fundamental issues:
Teams suddenly realize: Our forecast isn’t a mirror of the market. It’s a mirror of our hopes.
Instead of relying on gut feeling or internal milestones, a structured funnel focuses on observable customer behaviors:
This kind of logic does two things:
In day-to-day business, this changes how teams review their pipeline. Instead of pushing deals forward based on pressure, they discuss:
What’s missing for this customer to move forward?
What’s our next best action?
Reliable forecasting begins with one uncomfortable step: being honest about what’s real.
That means: fewer assumptions, fewer bloated pipelines – and more focused sales execution.
In practice, this requires a consistent structure: clear funnel stages, shared definitions, and data that reflects the customer’s journey – not internal progress markers.
Teams that establish this kind of logic – often supported by solutions like Aurora – are able to steer more confidently, spot risks earlier, and create real alignment across regions and roles.
If your forecast feels like guesswork, the issue isn’t your CRM – it’s your funnel logic.
Aurora helps capital goods sales teams replace internal assumptions with customer-driven stages, making forecasts more reliable and steering more effective – even in long buying cycles.