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Dear Quota Team,
I’m a mid-market AE at a Series C SaaS company. My manager has started pushing me to “be more optimistic” in forecast reviews. He wants me to flag deals as upside, pull close dates forward, assume best-case scenarios that aren’t actually agreed to by the buyer.
The message is pretty clear: leadership wants the forecast to look stronger heading into board meetings. When I push back, I’m told forecasting is about confidence and storytelling, not precision.
I don’t want to be labeled negative or uncoachable, but I also don’t want to train myself to lie. Is this just how forecasting works at this level?
Unsure in Location Withheld
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Dear Unsure
Forecasting is supposed to be a tool for making decisions. When forecasts get inflated to look good upstream, they stop helping anyone, and reps end up taking the blame when reality shows up.
It's not necessarily lying, since many businesses give "optimistic projections." But be careful which habits you normalize. Inflated forecasts have a way of becoming empty promises especially, when the quarter ends.