MAFSI x BBB Techs Mini-Series: From Insight to Action: Forecasting & Planning with Data - Session 3

Ready to turn data insights into real action for forecasting and planning?

Join us for Session 3 of the MAFSI x BBB Techs Mini-Series.

Date: Wednesday, December 3rd
Length: 1 hour
Time: 1:00 pm ET/12:00 pm CT/11:00 am MT/10:00 am PT
Who Can Attend?: All MAFSI Members

Session 3: From Insight to Action: Forecasting & Planning with Data

Key Takeaways:

• Turn reporting into forecasting — move from looking backward to predicting future sales opportunities.
• Plan territories and lines strategically — use dashboards to identify growth areas, line gaps, and commission risks.
• Strengthen manufacturer relationships — show principals clear, reliable performance data that builds trust.
• Spot trends before they impact your business — tariffs, housing starts, and other public data that reps can track in real time.
• Demo: AI for forecasting and preparation — see how Microsoft Copilot in Excel and Fabric can quickly analyze reports, surface insights, and help you prepare for a line review meeting in minutes.

Speakers:

• Tim Blake, CEO, BBB Techs
• Guest Speaker (Rep Agency Owner, BBB techs customer TBD)

Description:

The final session in the MAFSI x BBB Techs mini-series brings everything together: clean inputs, streamlined reporting, and impactful visualization. Now, it’s about moving from insight to action. Tim Blake will show how reps and manufacturers can use data to forecast sales, plan territories, and evaluate line card opportunities. You’ll also hear directly from a rep agency leader about how forecasting tools are changing the way they manage their business and their manufacturers. The session will feature a live AI demo using Microsoft Copilot in Excel and Fabric, showing how reps can instantly turn existing reports into forecasting insights—and even walk into line review meetings fully prepared in a fraction of the time.