sales

sales-forecast

Builds sales forecasts in HubSpot with commit, upside, and best-case pipeline categorization.

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.

Difficulty: beginner
Input: conversation
Output: document
Needs: none
Used by: CEO / Founder, Head of Sales

What it needs

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

What you get

accuracy_report (markdown)
forecast_report (markdown)

Ask it like this

forecast revenue
quota attainment
commit number
weighted pipeline
forecast accuracy.