Someone writing in a notebook beside a laptop
Keel Academy · 6 lessons · 90 minutes

Forecastingfundamentals.

A free six-lesson course for RevOps and sales managers. Learn to build a forecast your CFO trusts.

Curriculum

Six lessons, ninety minutes

Watch in order or jump to the one you need. Each lesson ends with a worksheet.

  1. Lesson 1

    Why most forecasts miss

    The three habits behind a missed quarter, and how to spot them early.
    12 min
  2. Lesson 2

    Choosing forecast categories

    Commit, best case and pipeline, defined so managers actually use them.
    14 min
  3. Lesson 3

    Weighting the pipeline

    Stage weights, historical win rates and when to override them.
    18 min
  4. Lesson 4

    Running the forecast call

    A twenty-minute agenda that ends with a number, not a debate.
    15 min
  5. Lesson 5

    Forecasting with finance

    Scenarios, ranges and the plan finance builds from your number.
    16 min
  6. Lesson 6

    Measuring accuracy

    Back-tests, variance and how to improve quarter over quarter.
    13 min

Your instructor

Taught by someone who has run the call

Rachel Kim ran forecasting at two public SaaS companies before leading product at Keel. The course is the training she wished her managers had.

“A good forecast is a habit, not a spreadsheet. This course is about the habit.”
Rachel Kim VP Product, Keel
Portrait of Rachel Kim, VP Product

How it works

Learn at your own pace

  1. 01Free

    Enroll

    Sign up with your work email. No credit card and no sales call.

  2. 0290 minutes

    Watch and practice

    Six short lessons, each with a worksheet you can use on Monday.

  3. 03Certificate

    Finish

    Complete the final quiz and get a certificate for your profile.

“I sent the whole sales management team through it. Our forecast call is half as long now.”
Portrait of Amanda Foster Amanda FosterCOO, Carver Health

Academy

Course questions

Before you enroll.

Is the course really free?

Yes, with no trial or upgrade attached. You do not need to be a Keel customer.

Do I need to use Keel?

No. Every lesson works with spreadsheets or any CRM. Keel examples are marked as optional.

How long do I have access?

For as long as you like. Lessons are updated every year.

Can my whole team enroll?

Yes. Team admins can see progress for everyone they invite.

Keel Academy

Build a forecast your CFO trusts

Six lessons, ninety minutes, free.

A notebook and a laptop

Run your revenue on Keel