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A partnerships leader presenting a partner pipeline for the CFO on a wall monitor showing sourced versus influenced revenue with conversion rates, the finance chief reviewing a printed attribution summary across the table, deep navy and warm amber palette

Partner Pipeline for the CFO: Making It Real

What is partner pipeline for the CFO? Short answer: Partner pipeline for the CFO is the view of partner-influenced and partner-sourced revenue translated into the language a finance leader uses to make budget decisions, conversion rates, attribution clarity, and a defensible return on the program’s cost. It is the difference between a partnerships team that […]

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Editor's Picks

MDF Event: A Working Playbook for Partner Pipeline

What is an MDF event? Short answer: An MDF event is a partner-funded or jointly funded field marketing motion where market development funds underwrite a customer-facing activity (executive dinner, regional workshop, conference booth, or industry breakfast) with a named pipeline target and a sourced and influenced reporting back to the funding partner. It is not […]

Nearbound Marketing: What It Is and How It Works

Demand generation that runs through partners by borrowing their trust, measured as pipeline.

MDF Programs That Generate Real Pipeline (Not Just Activity)

Short answer: most MDF (Market Development Funds) programs in B2B SaaS waste 50 to 70 percent of their budget. The cause is structural, not size. MDF gets framed too narrowly as marketing money. It then goes to partners who will not run the activity that drives pipeline. The fix is a defensible MDF program that […]

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Co-Marketing Campaigns That Actually Convert (and Why Most Don’t)

Co-marketing campaign design is where most partnership programs hit a wall. Two marketing teams with different brand voices, different audience targeting, different metrics, and different approval cycles try to ship a joint campaign in 6 weeks. The campaign launches late, both sides feel underserved, and pipeline attribution is unclear. The fix is structural: design the […]

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Conversation Intelligence for Partner Sales: Beyond Gong

Partner conversation intelligence is the application of AI-powered call analysis (the technology Gong, Chorus, and Clari pioneered for direct sales calls) to partner-facing conversations: joint customer calls, partner manager check-ins, joint discovery calls, and partner activation sessions. Unlike direct-sales conversation intelligence, partner conversation intelligence has to handle two distinct speakers from different companies, attribution of […]

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Head of Partnerships: The 2026 Role, Scope, and Hiring Guide

Head of Partnerships in 2026: what the role does, when to hire one, how to structure the role, and how to run a hiring process that doesn’t miss.

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Channel Marketing Agency: When to Hire One, How to Pick One in 2026

Channel marketing agency in 2026: when to hire one, how to evaluate one, the four practical agency categories, and the pitfalls that kill engagements.

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Partner operations admin at dual-monitor workstation using a partner portal interface

What Is PRM Software? The Honest Definition

PRM software is the most overloaded acronym in partnerships. It is one category of four, with specific leaders and specific use cases. Here is the honest definition and what gets confused with it.

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Abstract editorial illustration of an external advisory firm shaping a partner program through layered modular blocks in navy and amber

Partnerships Agency: What They Do, When to Hire One, How to Pick One

Partner agency in 2026: the four practical categories, when to hire one vs. build in-house, and how to evaluate without falling for the credentials slide.

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Head of partnerships and CRO reviewing a partner program performance report mid-discussion in private office

Why Partner Programs Fail: The Five Structural Causes (and How to Fix Them)

Partner programs in B2B SaaS fail for predictable structural reasons, not for lack of effort. The five most common failure causes: missing executive sponsor, unclear partner ICP, no partner-influenced revenue accountability, weak partner activation (especially the motion and reinforcement layers), and absent operational rigor (attribution, forecast cadence, executive reporting). Get one of these wrong and […]

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Partner Pipeline Confidence Bands: The Range Model That Earns CRO Trust

Partner pipeline confidence bands report the partnerships forecast as three numbers (low, mid, high) instead of one. The low band includes only deals at stage 4 or later with active Co-Sell Plans and a partner check-in within fourteen days. Mid adds stage 3 deals with active partner engagement. High adds stage 2 deals with strong […]

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How to Report Partner Pipeline to the Board: The Slide That Works

The board slide that works for partner pipeline reporting has three numbers and nothing else. Partner-sourced ARR with three to five named accounts. Partner-influenced velocity lift measured in days reduced versus direct deals. Partner-sourced conversion rate compared to direct. No combined “total partner pipeline” headline. No engagement metrics. No forecast. Three credible numbers a CFO […]

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Partner Attribution Models for B2B SaaS: The Defensible Default

Partner attribution in B2B SaaS comes in three flavors: partner-sourced (the partner originated the deal), partner-influenced (the partner participated in the cycle), and direct (no meaningful partner involvement). The defensible default for most teams is to track all three separately in the CRM, apply a 14-day attribution window from deal creation, and only allow one partner to be attributed per deal. Mixing these into a single number is what makes CFOs distrust the partnerships function.

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