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Sales analytics dashboard on a laptop screen during Q4 forecasting

Q4 Forecast: 100% Chance of Circling Back

Welcome to Q4

It is October. The leaves are changing, the coffee is pumpkin whether you like it or not, and every sales leader in America is staring at a pipeline the way a pilot stares at a fuel gauge. Q4 is here. The quarter where the whole year gets decided. The quarter where "closing this week" becomes the most spoken phrase in the English language, right after "circling back."

I have been in sales a long time. I sell ERP software, which means I have sat in more pipeline reviews than I can count, and I want to tell you something honest: the Q4 forecast is theater. Beautiful, high-stakes, completely sincere theater. Everybody in the room knows the script. Everybody plays their part. And the language we use to do it deserves its own dictionary.

Pipeline charts and graphs on a laptop, the numbers behind every forecast call

The Official Glossary of Q4

Let us define some terms, for the civilians.

Circling back. The Swiss Army knife of corporate speak. It means "I have not done the thing, but I want you to know I am thinking about the thing." As in: "Just circling back on the proposal." Translation: it has been two weeks, you have not answered, and I am too professional to say "why are you ignoring me." We have all sent this email. We have all received this email. Circling back is the circle of life, except it never closes.

Touching base. Nobody knows what the base is. Nobody has ever seen the base. But we are all touching it, constantly. "Just touching base on next steps." It is a meeting that could have been an email, about an email that could have been nothing.

Synergy. This one is my favorite, because it means absolutely nothing and everyone nods. "There is real synergy here." What does that mean? It means the call went well and nobody said anything weird. That is synergy. Two humans, one pleasant conversation, zero weirdness. Put it in the forecast.

Bandwidth. "I do not have the bandwidth for that right now." This is the polite way of saying no without saying no. It is also, occasionally, true. Q4 eats bandwidth the way my son eats chicken nuggets: completely, and without remorse.

Move the needle. The needle is the number. Moving it means making the number go up. Everything in Q4 is about the needle. "Will this move the needle?" is asked about deals, marketing campaigns, and once, I swear, about the office holiday party.

Deep dive. A meeting, but longer, and with slides. "Let us do a deep dive on the forecast." The forecast is twelve deals. The deep dive is two hours. The conclusion is the same as the shallow wade: three will close, four are circling back, and five were never real.

Closing this week. The three most powerful words in sales. Also the three least accurate. "Closing this week" has a specific meaning in Q4: the deal will close at some point, possibly this week, possibly in Q1, possibly in the sweet by-and-by. But you cannot put "closing eventually, probably" in the forecast. So it is closing this week. Every week. Until it closes.

The Forecast Dance

Here is how the pipeline review actually goes. The sales leader pulls up the forecast. Each rep goes through their deals. Every deal is "closing this week" or "verbal yes, paperwork pending" or "champion is excited, just needs sign-off." Nobody says "this deal is dead." Dead deals do not exist in the forecast. They are "still circling back."

And the thing is, nobody in the room believes all of it. The sales leader does not believe all of it. The reps do not believe all of it. But everybody participates, because the alternative is saying "I have no idea," and you cannot put that in Salesforce.

I am not criticizing this, by the way. I have done the dance. I have said "closing this week" about a deal that closed in February. The dance exists because the pressure is real. Q4 is when quotas get made or missed, when bonuses get earned or evaporated, when the whole year comes down to twelve weeks. The jargon is how humans cope with that kind of pressure while staying professional on email. It is absurd, and it is necessary, and it is hilarious if you step back far enough.

The Pressure Is Real, Though

Let me be serious for one paragraph, because the satire only works if the stakes are real. Q4 pressure is no joke. I have watched good salespeople, honest people, tie themselves in knots over a forecast. The number hangs over everything: the holidays, the family time, the sleep. You tell yourself you will not check email on Thanksgiving, and then you check email on Thanksgiving, because the deal that is "closing this week" might actually close this week.

If you are living this right now, here is my actual advice, from someone who has been through enough Q4s to know. First: the forecast is a guess dressed up as a commitment. Treat it that way. Work the deals, not the spreadsheet. Second: "circling back" is fine, but at some point, let a dead deal die. The kindest thing you can do for your forecast is take the zombie deals out back. Third: go home for the holidays. The deals will be there in January. Your kids' childhood will not.

Why the Shirt Had to Exist

The Q4 Forecast: 100% Chance of Circling Back Tee is the most honest piece of sales apparel ever made. It does not say "crushing quota" or "top performer." It says what every salesperson is actually thinking in October: there is a 100% chance we are circling back. Wear it to the pipeline review. Wear it to the holiday party. Wear it on the Zoom call where someone says "let us take this offline" and you have to mute yourself to laugh.

It is funny because it is true. And in Q4, true is all we have.

Circling Back (Sorry, Had To)

So here is my forecast for your Q4. There is a 100% chance of circling back. There will be touching base. Synergy will be identified. The needle will be discussed. Some deals will close this week, and the rest will close eventually, probably, and that is fine.

Do the work. Be honest about the zombies. Go home for the holidays. And when someone asks how the quarter is looking, you look them in the eye and you say the truest thing a salesperson can say in October:

"We are circling back."

Frequently asked questions

What does circling back mean in corporate speak?

It means following up on something that has not moved forward. "Just circling back on the proposal" translates to "it has been two weeks and I need an answer, but I am being polite about it." It is the most-used phrase in Q4 sales.

Why do all Q4 forecasts sound the same?

Because every sales team faces the same pressure and reaches for the same optimistic jargon: closing this week, verbal yes, champion is excited. The language is a shared coping mechanism for the highest-stakes quarter of the year.

What is the forecast dance?

The pipeline review ritual where every rep presents their deals in the best possible light, every deal is "closing this week," and everyone in the room knows the numbers are optimistic but participates anyway. It is theater, and every salesperson has performed in it.

Is this post making fun of salespeople?

No. It is written by a salesperson, for salespeople, with love. The author has said every phrase in this post and will say them all again before December. The joke is shared, not pointed.

Photos: Luke Chesser and Carlos Muza on Unsplash (Unsplash License).

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David Strausser

Written by David Strausser

David is CEO of Dead Brands, LLC and Head of Sales (contracted) for Quaint Business Solutions — an ERP veteran of over a decade across SAP Business One and Odoo. Ex-General Manager (Northeast) at Vision33 and VP of Business Development at SEIDOR. Dad, guitarist, Eagles fan.

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