Forecast Coverage Checker

Takes a pipeline export plus a quota or target number and calculates pipeline coverage ratio (the standard 3x/4x rule), a stage-weighted forecast, and two risk flags: deals that look sandbagged (parked at high win-probability for far longer than typical before closing) and deals that look over-committed (forecast to close this period with no recent activity logged). If given last period's forecast snapshot alongside this period's actuals, it also reports forecast accuracy — how far off the number was and in which direction — so a RevOps or sales-ops person can see whether the team is systematically over- or under-calling deals, not just what today's number is.

What it does

Check pipeline coverage against quota, flag sandbagged and over-committed deals, and see forecast accuracy against last period

How to use this

Once it is installed, this skill picks itself up. You do not need to name it.

“check my forecast”
“pipeline coverage”
“am i going to hit quota”
“forecast accuracy report”
Category
RevOps

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