Prompt library
Sales

Forecast Accuracy & Risk

Ensure reliable revenue projections and proactive risk management by analyzing forecast accuracy and flagging at‑risk deals across reps, teams, and segments.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Sales Manager
Sales Ops
VP of Sales
Regional Sales Leader
Prompt
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Petavue, over the past three quarters:

1. Forecast vs. Actuals

  • Compare booked revenue against forecasted amounts for each AE, by segment, and for the entire team.

2. Accuracy Over Time

  • Calculate forecast accuracy (%) at 30-, 60-, and 90-day horizons before close.

3. Slipped Deals Analysis

  • Identify deals that slipped: count, total value, and primary reasons (e.g., customer delays, pricing objections, rep optimism).

4. Current Quarter Risk

  • Flag high-risk deals in this quarter’s forecast based on stage age, low engagement, or historical slip patterns.

Please return clear tables for each section.

Follow-up Prompts
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  • Which reps consistently overestimate vs. underestimate their pipeline?
  • Are certain deal types (e.g., Enterprise, renewals) more likely to slip?
  • What % of deals forecasted in commit actually close on time?
  • How does the deal stage at forecast lock affect accuracy?
  • Which reps need coaching on forecasting discipline?
Action Prompt

What This Prompt Does

This prompt compares forecasted versus actual bookings across reps, teams, and segments over the past three quarters. It calculates forecast accuracy at 30, 60, and 90-day intervals, highlights slipped deals along with reasons, and flags high-risk opportunities currently in forecast based on aging, low engagement, or past slip patterns. It also surfaces reps with consistent over-forecasting or sandbagging behaviors and offers coaching insights to improve reliability.

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Strategic Impact

Reliable forecasts are essential for revenue predictability and operational planning. This prompt gives leaders early visibility into risk, helps reinforce discipline around commit accuracy, and strengthens forecasting processes overall.

Business outcomes:

 → Improves revenue predictability and confidence in planning and board reporting

 → Reduces last-minute surprises by flagging at-risk deals before quarter end

 → Enables targeted rep coaching based on accuracy and forecast behavior

 → Identifies systemic process gaps such as weak stage definitions or misaligned commit logic