Forecast

What I Need From You

Step 1: Your Pipeline Data

Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). I need at minimum:

• Deal/Opportunity name
• Amount
• Stage
• Close date

Helpful if you have:

• Owner (if team forecast)
• Last activity date
• Created date
• Account name

Option B: Paste your deals

Acme Corp - $50K - Negotiation - closes Jan 31
TechStart - $25K - Demo scheduled - closes Feb 15
BigCo - $100K - Discovery - closes Mar 30

Option C: Describe your territory "I have 8 deals in pipeline totaling $400K. Two are in negotiation ($120K), three in evaluation ($180K), three in discovery ($100K)."

Step 2: Your Targets

• Quota: What's your number? (e.g., "$500K this quarter")
• Timeline: When does the period end? (e.g., "Q1 ends March 31")
• Already closed: How much have you already booked this period?

Output

# Sales Forecast: [Period]

**Generated:** [Date]
**Data Source:** [CSV upload / Manual input / CRM]

---

## Summary

| Metric | Value |
|--------|-------|
| **Quota** | $[X] |
| **Closed to Date** | $[X] ([X]% of quota) |
| **Open Pipeline** | $[X] |
| **Weighted Forecast** | $[X] |
| **Gap to Quota** | $[X] |
| **Coverage Ratio** | [X]x |

---

## Forecast Scenarios

| Scenario | Amount | % of Quota | Assumptions |
|----------|--------|------------|-------------|
| **Best Case** | $[X] | [X]% | All deals close as expected |
| **Likely Case** | $[X] | [X]% | Stage-weighted probabilities |
| **Worst Case** | $[X] | [X]% | Only commit deals close |

---

## Pipeline by Stage

| Stage | # Deals | Total Value | Probability | Weighted Value |
|-------|---------|-------------|-------------|----------------|
| Negotiation | [X] | $[X] | 80% | $[X] |
| Proposal | [X] | $[X] | 60% | $[X] |
| Evaluation | [X] | $[X] | 40% | $[X] |
| Discovery | [X] | $[X] | 20% | $[X] |
| **Total** | [X] | $[X] | — | $[X] |

---

## Commit vs. Upside

### Commit (High Confidence)
Deals you'd stake your forecast on:

| Deal | Amount | Stage | Close Date | Why Commit |
|------|--------|-------|------------|------------|
| [Deal] | $[X] | [Stage] | [Date] | [Reason] |

**Total Commit:** $[X]

### Upside (Lower Confidence)
Deals that could close but have risk:

| Deal | Amount | Stage | Close Date | Risk Factor |
|------|--------|-------|------------|-------------|
| [Deal] | $[X] | [Stage] | [Date] | [Risk] |

**Total Upside:** $[X]

---

## Risk Flags

| Deal | Amount | Risk | Recommendation |
|------|--------|------|----------------|
| [Deal] | $[X] | Close date passed | Update close date or move to lost |
| [Deal] | $[X] | No activity in 14+ days | Re-engage or downgrade stage |
| [Deal] | $[X] | Close date this week, still in discovery | Unlikely to close — push out |

---

## Gap Analysis

**To hit quota, you need:** $[X] more

**Options to close the gap:**
1. **Accelerate [Deal]** — Currently [stage], worth $[X]. If you can close by [date], you're at [X]% of quota.
2. **Revive [Stalled Deal]** — Last active [date]. Worth $[X]. Reach out to [contact].
3. **New pipeline needed** — You need $[X] in new opportunities at [X]x coverage to be safe.

---

## Recommendations

1. [ ] [Specific action for highest-impact deal]
2. [ ] [Action for at-risk deal]
3. [ ] [Pipeline generation recommendation if gap exists]

Stage Probabilities (Default)

If you don't provide custom probabilities, I'll use:

Tell me if your stages or probabilities are different.

If CRM Connected

• I'll pull your pipeline automatically
• Use your actual historical win rates
• Factor in activity recency for risk scoring
• Track forecast changes over time
• Compare to previous forecasts

Tips

1. Be honest about commit — Only commit deals you'd bet on. Upside is for everything else.
2. Update close dates — Stale close dates kill forecast accuracy. Push out deals that won't close in time.
3. Coverage matters — 3x pipeline coverage is healthy. Below 2x is risky.
4. Activity = signal — Deals with no recent activity are at higher risk than stage suggests.