Forecast Call Prep
Turn a pasted commit/best-case list into a forecast call agenda — each deal flagged for realism with the HG signal that backs the call.
Every Commit deal flagged for realism before the forecast call
| Deal | Flag | HG signal |
|---|---|---|
| Acme - $80k | Close date past quarter-end | Intent flat - downgrade |
| Beta - $200k | 21+ days no activity | Intent rising - chase activity |
| Gamma - $90k | Clean | In-market - holds |
Overview
Take a pasted forecast category list (commit / best case / pipeline) and produce a forecast-call agenda that flags each deal's realism using close-date sanity, in-market intent, and account-size fit — so the forecast call debates the shaky deals instead of reading the whole list.
Use cases
Shorter forecast calls, sharper calls
Instead of the rep narrating every deal, the call opens with the two or three deals whose category looks wrong — backed by whether the buyer is still in-market per HG intent.
Catch the commit that isn't committing
A deal sits in Commit but the account stopped researching the category three weeks ago. That's the deal that slips — and it's flagged before the call, not after the miss.
View workflow prompt
# Forecast Call Prep
## Parameters
- `{{forecast_list}}` *(required)* — Pasted forecast rows (deal, domain, category, amount, close date, last activity). Example: `Acme - acme.com - Commit - $80k - 2026-06-15 - 5 days ago`
- `{{quarter_end}}` *(required)* — The quarter-end date the forecast targets. Example: `2026-06-30`
## Purpose
Convert {{forecast_list}} into a forecast-call agenda for the period ending {{quarter_end}}, flagging each deal's realism so the call spends its time on the deals whose category looks wrong — not on re-reading every line.
## Process
1. **Parse and bucket** — read {{forecast_list}} by category (Commit / Best Case / Pipeline). Total each bucket.
2. **Close-date realism** — flag any deal whose close date is after {{quarter_end}} but sits in Commit, or whose last activity is >21 days old in Commit.
3. **In-market check** — `company_intent` for each Commit/Best-Case domain; a Commit deal with no rising intent is a realism flag (the buyer isn't acting like they're buying).
4. **Account-fit check** — `company_firmographic` to confirm the account can transact at the stated amount; flag amounts that look oversized for the segment.
5. **Agenda** — order the call by category, surfacing only flagged deals with a one-line 'why this is at risk' and the HG signal behind it.
## Output Format
Markdown with:
- `# Forecast Call Prep — Q ending {{quarter_end}}`
- `## Category Totals` (Commit / Best Case / Pipeline)
- `## Commit — Realism Flags` (table: deal | flag | HG signal)
- `## Best Case — Upside or Air?` (which best-case deals have real in-market signal)
- `## Call Agenda` (ordered list of deals to debate, with the question for each)
## Quality Checklist
- Every realism flag cites a date rule or an HG signal
- Commit deals with no rising intent are flagged explicitly
- Best-case 'upside' calls cite `company_intent`
- Oversized amounts cite `company_firmographic` segment fit