Forecast Categories Your Finance Team Can Audit
Mapping commit, best case, and pipeline rows to buyer evidence finance can verify without sitting in every sales call.
Finance partners in Taiwanese listed companies increasingly attend forecast calls. They do not want seller confidence—they want attachments.
We align categories this way:
Commit — Buyer verbal or written intent to proceed within the fiscal period, plus no unresolved blockers on budget, technical fit, or legal terms. Attachment: email, signed LOI, or procurement portal status screenshot with date.
Best case — Two of three blockers have documented resolution paths with dates. Attachment: risk register row updated within seven days.
Pipeline — Active engagement but missing one or more commit requirements. No attachment required; stage criteria must still be met.
When finance can open a folder and see the same evidence sales cites, forecast variances become operational discussions instead of trust debates.
Train reps to upload before council, not after finance asks. Taiwan enterprise buyers often communicate on LINE or WeChat; export screenshots with timestamps are acceptable if email is absent.
Quarterly, sample ten commit deals with finance and score evidence quality. Scores trend up when managers enforce upload rules in week-one councils.