Forecast Preparation

Bottom-up forecast with weighted pipeline and risk adjustments

12 minutesManual: 2-4 hours

Builds a sales forecast by scoring each open deal on close probability, applying historical stage conversion rates, and adjusting for known risks. Produces three scenarios (conservative, expected, best case) with the assumptions behind each.

Workflow Steps

Pipeline Snapshot

/revops

Pull all open opportunities with stage, amount, and close date

Probability Scoring

/revops

Apply historical stage conversion rates and deal-specific adjustments

Risk Adjustment

/finance

Adjust for known risks: budget freezes, champion changes, competitive threats

Scenario Modeling

/excel-work

Generate conservative, expected, and best case with assumptions

Forecast Brief

/produce-content

Executive summary with key risks and upside opportunities

Example

End-of-quarter forecast for a $2M pipeline. The workflow scores 38 deals, applies historical conversion rates (Stage 3: 42%, Stage 4: 68%), adjusts down 3 deals flagged for budget freeze risk, and produces a forecast: conservative $680K, expected $920K, best case $1.15M.