Automate your weekly forecast rollup
Pull Salesforce pipeline data, calculate weighted forecast, and push to Google Sheets and Slack
Overview
Every Monday morning, someone in rev ops exports Salesforce data, builds a pivot table, calculates weighted pipeline, compares to last week, and posts a summary to Slack. It takes an hour and the numbers are stale by Tuesday. This template pulls pipeline data from Salesforce, has AI calculate the weighted forecast, and lets you review the numbers before pushing to Google Sheets and Slack.
How it works
Tell the AI which Salesforce pipeline to pull and your stage-to-probability weights. It queries deals by stage, calculates weighted forecast, and compares against prior week data if available. You review the numbers, flag any deals where your judgment disagrees with the math, adjust the narrative, and push the summary to Google Sheets for the detailed breakdown and Slack for the executive highlights.
Who this is for
Revenue operations teams who produce weekly or biweekly forecast rollups for sales leadership. Turns a manual Monday morning ritual into a 10-minute review-and-approve workflow.
Suggested prompt
Help me build the weekly forecast rollup. Here is what I need:
- Salesforce pipeline: [pipeline name]
- Stage weights: [e.g., Qualification 10%, Demo 30%, Proposal 50%, Negotiation 80%, Verbal 90%]
- Compare to: [prior week's Google Sheet URL, if available]
- Google Sheets URL: [where to log this week's detailed breakdown]
- Slack channel: [where to post the executive summary]
Pull current pipeline by stage, calculate weighted forecast, compare to last week, and show me the numbers. After I review, push the breakdown to Sheets and the highlights to Slack.
Frequently asked questions
What Salesforce data does this pull?
The template queries your Salesforce pipeline by stage, pulling deal amounts, close dates, owners, and stage history. It uses this to calculate a weighted forecast based on stage probabilities you define or defaults.
Can I customize the weighting by stage?
Yes. When you prompt the AI, specify your stage-to-probability mapping. For example, Qualification at 10%, Proposal at 50%, Negotiation at 80%. The AI uses your weights to calculate the forecast.
How does the week-over-week comparison work?
If you have a prior week's data in your Google Sheet, the AI compares current pipeline totals and weighted forecast against last week's numbers and highlights what changed: new deals, moved stages, and dropped opportunities.
Who typically receives the Slack summary?
Most teams post the forecast summary to a sales leadership or revenue channel. The summary includes top-line numbers, notable changes, and any deals that need attention, keeping leadership informed without a meeting.