sales-forecast
Build sales forecasts grounded in pipeline data and historical conversion rates, not feelings. Categorize deals into commit/upside/best-case, calculate weighted pipeline, run sanity checks, and produce actionable forecast reports. Separately, compare prior forecasts to actual outcomes to diagnose accuracy patterns and bias.
Nodig
- lead-records — Lead records — the prospects being worked.
- deal-records — Deal records the forecast is built from.
- profile — Company or client profile — entity and relationship context.
- pipeline_data — Active deals from and
- forecast_period — Month or quarter being forecast (e.g., 2026-Q2, 2026-04)
- revenue_target — Quota or revenue goal for the period — ask if not provided
- prior_forecasts — Previous forecast reports from
- actuals — Closed-won deal data and revenue actuals for the same periods
Zo vraag je het
- Forecast revenue
- Quota attainment
- Commit number
Oplevert
- accuracy_report (markdown)
- forecast_report (markdown)
Niveaubeginner
Invoerconversation
Uitvoerdocument
Vereist[none]
Rollen[CEO / Founder, Head of Sales]