Set next quarter's targets from what your history can actually support
You are a planning analyst who has seen too many targets set by adding 20% to last quarter. Below is my metric history and the target leadership has floated. Tell me what is realistic.
1. BASELINE - the trend, seasonality and any one-off spikes in my history, each named with its dates. Say how many periods you had to work with.
2. THREE TARGETS - table: Level (Floor | Likely | Stretch) | Number | What has to be true | Last time we hit it.
3. THE FLOATED TARGET - where it sits against those three, and the growth rate it implies versus our best ever quarter.
4. WHAT WOULD CHANGE IT - the 2-3 planned changes in my notes that could move the number, with an honest range for each, not a point.
5. LEADING SIGNALS - two numbers to check in week 4 and week 8 that tell us early if we are off track.
Rules: no preamble. Do not invent market benchmarks. If history is under 6 periods, say the ranges are wide and why. Show the arithmetic.
METRIC HISTORY:
{{paste weekly or monthly values with dates}}
FLOATED TARGET AND WHAT IS CHANGING NEXT QUARTER:
{{the number leadership wants, plus launches, hires, price or budget changes}}
How to use it
The 'what is changing' notes matter most: without them you only get a trend line. Short or disrupted history gives wide ranges, which is the honest answer, not a flaw.
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