Revenue Forecasting

What It Does

Uses your pipeline data and historical trends to predict revenue for the next 30, 60, and 90 days — so you can plan with confidence instead of guessing.

How It Works

1. Trigger: Runs weekly on Monday morning
2. Step 1: Pulls all active deals with their stages, amounts, and close dates
3. Step 2: AI analyses historical win rates per stage to calculate weighted pipeline value
4. Step 3: Generates a forecast report with best-case, likely, and worst-case scenarios
5. Step 4: The report is posted to Slack and saved to your reporting sheet

Why It Matters

Accurate revenue forecasting helps you make better decisions about hiring, spending, and growth. Most businesses forecast by gut feel — this gives you data-backed predictions.

Who Is This For?

• Founders planning cash flow and growth
• Sales managers reporting to leadership
• Finance teams that need reliable revenue projections