Establish the Fact Base That Anchors Confident Growth Planning

Every successful annual plan starts with facts, not assumptions. 
To chart a confident path for growth, leadership teams must first understand how their current performance stacks up against strategic KPIs and where new value can be created. 

SBI’s Establish the Fact Base guide shows you how to collect, evaluate, and align your company’s performance data to form a clear foundation for the revenue planning process. 

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Agile is not a growth strategy.

Sustainable growth begins with clarity, focus, and data-driven insight. 

This guide helps GTM, Finance, and RevOps leaders: 

  • Evaluate performance using leading and lagging indicators to identify growth opportunities
  • Benchmark productivity, revenue mix, and customer potential to guide future bets
  • Build a unified fact base that enables alignment across Sales, Marketing, and Product 

Lay the foundation for smarter 2026 revenue decisions

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