Advertisements

Sales Operations Director: Forecast, Pipeline, Quotas, CRM

Advertisements
Turn a yearly sales target into sales capacity planning, territory design, a sales KPI scorecard and a 90-day sales plan
1
1/5
(54) Ratings
2 students
Created by PapaHR ★ 170K students: Courses in Human Resources, HR, SHRM, AI Talent Analytics, HRMS, HRIS, CIPD, Claude, HRCI, PHR, Rewards
Advertisements

What you'll learn

  • Turn a revenue target into required wins, opportunities and pipeline value, then check it against your sales team’s productive capacity month by month
  • Design sales territories and quotas that balance potential and workload, and roll them out with a clear rule, a dispute path and a change log
  • Rewrite your CRM stages as a funnel contract with entry criteria, exit evidence, an owner and a next action, so two managers put the same deal in the same stage
  • Run a weekly forecast review built on buyer evidence, not confidence, and measure forecast accuracy and bias after every period
  • Read pipeline health through six signals: coverage, conversion, aging, slippage, concentration and next-step hygiene, each tied to an owned action
  • Build a one-page sales performance scorecard where every metric has a formula, an owner, a threshold and an agreed management response
  • Write a CRM data contract and choose which sales processes to automate, with controls for exceptions, errors and rollback
  • Redesign weekly, monthly and quarterly sales meetings so every meeting ends with decisions, owners and dates
  • Learn with Mike Pritula, the #1 HR instructor on Udemy, alongside 2,000,000+ of his Udemy students
  • Leave with a 90-day Sales Ops roadmap for your own company: three priorities, milestones, owners and success signals
This course includes:
7.5 total hours on-demand video
0 articles
0 downloadable resources
10 lessons
Full lifetime access
Access on mobile and TV
Certificate of completion
Advertisements

Course content

Requirements

  • Some experience in B2B sales, sales management, sales operations or sales analytics
  • Working knowledge of a CRM and of your team’s sales funnel, sales plan and reports
  • Excel or Google Sheets for the revenue, capacity and pipeline calculations
  • No specific CRM is required: the rules work in Salesforce, HubSpot, Pipedrive, Dynamics or any other system
  • Access to your own company’s sales data helps, but every lesson also works on a hypothetical B2B example

Description

This course contains the use of artificial intelligence

A $1,000,000 target. A $25,000 average deal. A 25% win rate. That is 40 wins and 160 qualified opportunities.
The only question is whether your team discovers that math in the last month of the quarter or builds it into the system on day one.

In many B2B companies, Sales Ops is treated as a report factory. Every manager reads the CRM stages differently, the Friday forecast rests on “I feel good about this deal”, quotas are copied from last year plus a percentage, and the weekly sales meeting is an hour of status updates without a single decision. Every month the same gaps show up again: a missed quarter nobody saw coming, territories sellers argue about, a dashboard with forty charts and no owner.

After this course you run sales operations as one connected system. You translate the revenue plan into deal demand and productive sales capacity, design territories and quotas you can explain to any seller, write funnel rules that two managers apply the same way, and read pipeline health before it turns into a forecast miss. Your forecast is based on buyer evidence and measured for accuracy. Your scorecard shows only metrics that change a decision. Your CRM data has owners, your automation has controls, and your sales meetings end with decisions, owners and dates. You finish with a 90-day plan to put all of it into your own company.

The course is built and taught by Mike Pritula:

  • Founder of Pritula Academy and the person in charge of its strategy, including how the academy sells; 170,000+ students have trained there
  • 20 years in HR at Wargaming, Preply and iDeals; at iDeals he hired the company’s Sales Operations Director and worked with the sales team as it rolled out a CRM that prompts each seller with the next action on a deal
  • PHRi, SHRM-CP and HCI sHRBP certified, HRCI representative in Eastern Europe
  • #1 HR instructor on Udemy, with 2,000,000+ students on Udemy

The course follows the working cycle of a Sales Operations Director, and every artifact feeds the next lesson. First you define the mandate of the function and map your current system on one canvas. Then you turn the revenue target into a capacity model, design territories and quotas, and set funnel rules for every stage. Next you learn to read pipeline health, manage the forecast and build a sales performance scorecard. Finally you set up CRM data and automation rules, redesign your operating cadence of weekly, monthly and quarterly meetings, and assemble a 90-day Sales Ops roadmap.

Each lesson runs about 45 minutes and ends with one practical assignment on your own sales team. Examples use hypothetical B2B data in US dollars, so you can check every formula before you enter your own numbers. The rules do not depend on a specific CRM: they work in any system your team already uses.

What’s included:

  • Lifetime access to all materials
  • Active instructor support in Q&A
  • Udemy Certificate of Completion
  • 10 video lessons, over 7.5 hours in total
  • A practical assignment on your own company in every lesson
  • A PDF slide deck for every lesson
  • Ten fill-in templates: Operating System Canvas, Revenue-to-Capacity Model, Territory and Quota Design Sheet, Funnel Stage Contract, Pipeline Health Dashboard, Forecast Playbook, Sales Performance Scorecard, CRM Data and Automation Contract, Sales Operating Cadence Kit and 90-Day Sales Ops Roadmap
  • A section with additional courses, tools and resources

Every quarter without an operating system is another quarter of forecasts nobody trusts, quotas nobody believes and meetings nobody needs. The difference between a Sales Ops Manager and a Sales Operations Director is not the report you build, it is the system you own. Start building yours this week.

Enroll now and start your first lesson today.

Who this course is for:

  • Sales Operations Managers and Sales Ops analysts who want to move from building reports to owning the sales operating system
  • Heads of Sales and sales directors in B2B companies who need a reliable forecast, clean pipeline and plans the team can actually deliver
  • Sales Excellence and Sales Enablement leads who are asked to fix forecasting, CRM discipline and sales meetings
  • Newly appointed Sales Operations Directors who need a 90-day plan for their first quarter in the role
  • Founders and CEOs of growing B2B companies who want to set up sales operations before hiring a full team
  • CRM administrators and sales analysts preparing for a Sales Operations Manager or Director role
Advertisements
PAPAHR_SEP_596763
Advertisements
Advertisements
Free Online Courses with Certificates
Logo
Register New Account