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Add Sales Forecast Process: Weekly Update Requirements to sales playbook (#42912)
## Summary - Adds a new "Sales Forecast Process: Weekly Update Requirements" section to `handbook/sales/sales-policies.md` - Documents the weekly forecast update deadline (Thursday by 5:00 PM local time) and the Friday morning review cycle - Placed logically after existing sales policy sections, before the meta tags ## Changes - **`handbook/sales/sales-policies.md`**: Added new `## Sales Forecast Process: Weekly Update Requirements` section with Overview and Schedule subsections Built for [Chaz MacLaughlin](https://fleetdm.slack.com/archives/D0AHH0ZEMLY/p1775153128055729) by [Kilo for Slack](https://kilo.ai/features/slack-integration) --------- Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com> Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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@ -21,6 +21,11 @@ This handbook page details processes specific to working [with](#contact-us) and
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- Please **use issue comments and GitHub mentions** to communicate follow-ups or answer questions related to your request.
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## Sales forecast
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To maintain an accurate picture of our performance and make sure our weekly forecast calls are as productive as possible, every Account Executive (AE) is required to update the AE weekly sales forecast spreadsheet (CONFIDENTIAL DOC - see agenda in calendar event) by **Thursday, 5:00 PM PT**. This data enables leadership to identify risks early and provide the support needed to close deals. Data is reviewed Friday mornings during the weekly **"☕️ Forecast call"**.
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## Responsibilities
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The Sales department is directly responsible for attaining the revenue goals of Fleet and helping to deliver upon our customers' objectives.
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@ -37,5 +37,6 @@ Given the shift to a territory-based model, we're implementing the following eff
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- Territory assignment date.
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<meta name="maintainedBy" value="chazmac6">
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<meta name="title" value="🧑🏫 Sales policies">
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