What it does
Every Monday morning, snapshots the pipeline - deals by stage, weighted forecast, committed pipeline, forecast-vs-actual variance for trailing periods - delivers it to sales leadership via email and Slack, and freezes the snapshot for historical comparison.
You get
a frozen
comparable weekly forecast snapshot delivered automatically
How it works
Snapshot the pipeline
build_insights_reportOpen pipeline by stage, the weighted forecast using each stage's historical win rate, the split across commit, best case, pipeline and omitted, what moved week over week in deals added, advanced, lost and won, and how last week's forecast compared with what actually closed. Each Monday's version is kept.
Write the leadership email
Generate ContentA line each on the weighted forecast against quota, the week over week change and the biggest deal moves, then the full report as a scannable table. Concise, and from the CRO or VP Sales rather than a no reply address.
Send it Monday at 7am
Create WorkflowWeekly: it refreshes the snapshot, freezes it so last week's forecast stays queryable, writes the email with the current numbers, sends it to the leadership list, posts a condensed version with the headline numbers and a link to the revenue channel, and sends each AE their own pipeline movement separately, so the leadership email stays about the whole picture.
Check who forecasts honestly
Build DashboardReading the frozen snapshots: how far each week's forecast landed from what happened, where under 10% is excellent and over 20% means the process needs work, the variance per rep, and whether commit deals really close around 90% of the time and best case around half.
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