Explain what changed in my forecast since last week
A clear forecast submission that bridges last week's number to this week's, deal by deal, ready for your VP or CRO.
The prompt
Help me write my weekly forecast submission and explain the movement since last week.
Period and target: [e.g. Q3, quota $2.4M]
Last week's call: [commit / best case / closed-won to date]
This week's call: [commit / best case / closed-won to date]
Deal changes: [paste a list or CRM export: deals added, pulled in, pushed out, won, lost, amount changes, category changes]
Known risks or upside not yet in the numbers: [DETAILS]
Who reads this: [e.g. my VP before Monday's forecast call]
Steps:
1. Build a forecast bridge (waterfall) from last week's commit to this week's: closed-won, new to commit, upgraded from best case, downgraded, pushed out of period, lost, amount changes. The totals must reconcile; if they don't, flag the gap instead of forcing it.
2. Call out the 3-5 deals that drive most of the movement and the reason for each.
3. Separate facts (buyer actions) from judgment (my read).
Return:
- A 3-sentence summary: number, change, confidence.
- The bridge as a table: Movement | Deals | Amount.
- Top deals moved, one line each.
- Risks and upside not in the call, each with an amount.
- What I need from leadership (exec help, deal desk, resources), if anything.
Use only numbers I provide. Mark anything missing as [CONFIRM].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- e.g. Q3, quota $2.4M
- commit / best case / closed-won to date
- DETAILS
- e.g. my VP before Monday's forecast call
- CONFIRM
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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