This is part 2 of the episode with Emily Kramer on Planning and Forecasting. If you haven't checked out part 1 yet, I highly recommend it.

In this episode, Emily pulls up a sample forecasting spreadsheet I created and walks me through how I can improve my current planning and forecasting process.

We spoke in depth on granular forecasting techniques, including separating new revenue from expansion forecasts, analyzing traffic sources, and creating accurate forecasts across different marketing channels. Emily underscores the significance of using historical data, setting realistic assumptions, understanding marketing's strategic role, and practical tips on handling big projects without historical data.

This is episode was a masterclass in planning and forecasting for me. And I had loads of fun as well.