By Rob Manne Inflectiv - Blog Posts May 20, 2025 Mastering parent-child relationships in HubSpot Author Rob Manne | Published: May 20, 2025 Balancing a big deal with longer-term sales. Ever had that monster deal that made your quarterly forecast look like a home run, only to watch it disappear in week 12? We’ve all been there. Those outlier opportunities, called “Whales” or “Bluebirds” by some of our clients, are 3-5𝘹 𝘺𝘰𝘶𝘳 𝘵𝘺𝘱𝘪𝘤𝘢𝘭 𝘥𝘦𝘢𝘭 𝘴𝘪𝘻𝘦. And if not handled properly, they can wreak havoc on your sales projections 𝘢𝘯𝘥 your team’s focus. Here how we recommend sales leaders handle these opportunities: 🐳 𝐂𝐫𝐞𝐚𝐭𝐞 𝐚 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲 𝐟𝐨𝐫 𝐨𝐮𝐭𝐥𝐢𝐞𝐫 𝐝𝐞𝐚𝐥𝐬 🐳 𝐀𝐩𝐩𝐥𝐲 𝐡𝐢𝐠𝐡𝐞𝐫 𝐬𝐜𝐫𝐮𝐭𝐢𝐧𝐲 𝐚𝐧𝐝 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐞𝐩𝐬 🐳 𝐃𝐨𝐧’𝐭 𝐚𝐩𝐩𝐥𝐲 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧 𝐫𝐚𝐭𝐞𝐬 🐳 𝐁𝐮𝐢𝐥𝐝 𝐭𝐰𝐨 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨𝐬: 𝐰𝐢𝐭𝐡 𝐚𝐧𝐝 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐭𝐡𝐞 𝐰𝐡𝐚𝐥𝐞 Remember: A healthy pipeline isn’t built on dreams of landing these whales—it’s built on predictable, repeatable business. How do you protect your forecast without missing those rare monster wins? Recent Posts Inflectiv expands its Customer Experience Ops capability with Helena Barclay Sales forecasting: Watching for “whales” in your pipeline Mastering parent-child relationships in HubSpot Read Other Posts Rob Manne / About Author More posts by Rob Manne
Ever had that monster deal that made your quarterly forecast look like a home run, only to watch it disappear in week 12? We’ve all been there.
Those outlier opportunities, called “Whales” or “Bluebirds” by some of our clients, are 3-5𝘹 𝘺𝘰𝘶𝘳 𝘵𝘺𝘱𝘪𝘤𝘢𝘭 𝘥𝘦𝘢𝘭 𝘴𝘪𝘻𝘦.
And if not handled properly, they can wreak havoc on your sales projections 𝘢𝘯𝘥 your team’s focus.
Here how we recommend sales leaders handle these opportunities:
🐳 𝐂𝐫𝐞𝐚𝐭𝐞 𝐚 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲 𝐟𝐨𝐫 𝐨𝐮𝐭𝐥𝐢𝐞𝐫 𝐝𝐞𝐚𝐥𝐬
🐳 𝐀𝐩𝐩𝐥𝐲 𝐡𝐢𝐠𝐡𝐞𝐫 𝐬𝐜𝐫𝐮𝐭𝐢𝐧𝐲 𝐚𝐧𝐝 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐞𝐩𝐬
🐳 𝐃𝐨𝐧’𝐭 𝐚𝐩𝐩𝐥𝐲 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧 𝐫𝐚𝐭𝐞𝐬
🐳 𝐁𝐮𝐢𝐥𝐝 𝐭𝐰𝐨 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨𝐬: 𝐰𝐢𝐭𝐡 𝐚𝐧𝐝 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐭𝐡𝐞 𝐰𝐡𝐚𝐥𝐞
Remember: A healthy pipeline isn’t built on dreams of landing these whales—it’s built on predictable, repeatable business.
How do you protect your forecast without missing those rare monster wins?