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Sales Forecasting Cycle

Weekly/monthly forecast roll-up with pipeline analysis, commit calculations, and variance reporting

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: forecasting pipeline-analysis reporting sales-operations

Workflow Diagram​

Steps​

Step 1: Pipeline aggregation​

Agent: /aggregate

pipeline - Pull all opportunities by stage, rep, region

Step 2: Probability weighting​

Agent: forecasting

analyst - Apply probability percentages to amounts

Step 3: Commit calculation​

Agent: /calculate

commit - Determine rep/team commit vs. upside

Step 4: Historical analysis​

Agent: forecasting

analyst - Compare to prior periods, analyze trends

Step 5: Variance reporting​

Agent: /variance

analysis - Calculate variance from quota, prior forecast

Step 6: Visualization​

Agent: data

visualization-agent - Generate dashboards and charts

Step 7: Distribution​

Agent: /distribute

report - Send to sales leadership and finance

Usage​

To execute this workflow:

/workflow business/sales/sales-forecasting-cycle.workflow

See other workflows in this category for related automation patterns.