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Analyze a Waterfall Sales Chart and Recommend Next Steps

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Your question is Analyze a Waterfall Sales Chart and Recommend Next Steps. Take a moment with it on the right.

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Problem

Analyze this waterfall sales chart (containing deal bands): what recommendations would you suggest to senior leadership, and what additional data would you ask for?

Asked in the Final Interview stage. Evaluated how the candidate thinks through sales data and communicates findings.

Requirements

  1. Explain the chart’s key movements and distinguish volume, value, mix, and timing effects.
  2. Identify the strongest positive and negative drivers by deal band.
  3. Recommend prioritized actions for senior leadership, including trade-offs and risks.
  4. Specify the additional data needed to validate the diagnosis and define success.

Data Available

The chart shows sales movement by deal band. Additional sources may include CRM opportunity history, bookings and revenue records, stage progression, win-loss data, sales capacity, and forecast snapshots.