Now Is the Time: Fix Forecasting for 2026 with a Pragmatic, In-House Approach (Free Beta)
It’s mid-October—prime time for 2026 sales forecasts and budgets. If you’ve battled unreliable forecasts, margin erosion, and CRM data that doesn’t translate into month-by-month, customer-level accountability, this is your moment. GENREV!™ is a user-friendly, pragmatic, cost-effective, out-of-the-box framework for forecasting, strategy development, and performance management, proven over 30 years in industrial B2B environments, and available now to a limited number of beta sites at no cost.
The Planning Reality in Industrial B2B
Most organizations are locking 2026 plans right now. Too often, those plans are held together by spreadsheets, optimistic assumptions, and CRM snapshots that don’t map to operational reality. The result? Targets no one fully trusts, margins that wander, and a sales process that’s hard to manage day-to-day.
Common Issues (and the Cost of Waiting)
Unreliable sales forecasts. Targets are set, but there’s no disciplined, monthly, customer-level path to get there.
Margin and profitability swings. Price/mix changes, discounting, and unplanned rush work erode the bottom line.
CRM that isn’t embraced. Lots of activity notes, little planning clarity—especially by month, customer, product/type, or segment.
Pipeline opacity. Leadership can’t see what’s real, where deals stall, or whether key accounts are expanding or at risk.
Siloed planning. Sales, operations, finance, and supply chain aren’t aligned to one forecast and cadence.
Resource misallocation. Engineering time, inventory, and production capacity aren’t anchored to a realistic plan.
Firefighting culture. Teams react to shortfalls instead of managing variances with visibility and discipline.
What GENREV!™ Brings—Right Now, In-House
GENREV!™ is a practical framework that your team can run in-house—no heavy IT, no consulting dependency, and no license fees during the beta. It focuses on the essentials that move the needle:
Customer-level, month-by-month forecasting. Establish a static yearly plan by month for each account and compare forecast vs. actuals with total transparency.
Real accountability and cadence. A simple rhythm for reviewing variances and making course corrections—sales, ops, and finance on the same page.
Margin awareness built in. Tie targets to margin expectations so growth and profitability rise together.
Risk signaling. Flag critical or monitor accounts so leadership focuses where it matters.
Out-of-the-box and user-friendly. Stand it up quickly, keep it lightweight, and use it every week—not once a quarter.
Bottom line: GENREV!™ helps improve both top and bottom line by converting “goals” into monthly, customer-specific plans the whole company can follow.
Why Timing Matters (and Why This Works)
It’s forecasting season. The value of a disciplined framework compounds when you implement it before targets are finalized. The methods behind GENREV!™ have been used in real industrial B2B settings for 30+ years, from field sales to executive leadership. The approach is intentionally pragmatic: less noise, more signal, and a clear line between plan and performance.
What a Free Beta Includes
No-cost use of GENREV!™ during the beta period.
In-house execution (we’ll support as needed, but you own the process).
Quick start with clear steps: load customers, set monthly targets, review forecast vs. actuals, and manage variances.
Cross-functional alignment without the overhead of big systems or consulting projects.
(If you already have a CRM, keep it. GENREV!™ complements CRM by enforcing monthly, customer-level planning and accountability.)
Ideal Fit
Industrial B2B manufacturers and distributors (others welcome).
Existing customer base and at least one salesperson.
Lean teams or <$50M revenue where simplicity and speed matter.
Desire to align sales, operations, finance, and supply chain on one plan.
The Ask
We’re opening a limited number of additional beta seats (no cost) for organizations finalizing 2026 plans.