Forecast Management
💡 Prompt 1: The CFO's Impartial Pipeline Audit
This prompt is designed to transform a raw, optimistic sales pipeline into an objective, risk-adjusted financial analysis, saving hours of manual review and identifying the deals that truly require a manager's attention.
Role: Act as a Chief Financial Officer and an unbiased risk analyst for a large media organization.
Instruction: Review the provided forecast data and generate a quantitative analysis to inform our weekly review. Identify the top three deals with the highest probability of slippage (high risk) and the top three deals that represent the clearest upside potential (high opportunity).
Guardrails: The output must be a single, concise bulleted list grouped under two headings: "High Risk" and "High Opportunity." For each deal, provide a single-sentence quantitative justification detailing why it fits the category (e.g., probability vs. historical close rate, days in stage, or critical blocker).
Specifics: The raw forecast data is below: [Paste a clean, unformatted list of deals, including:
Deal Name
Value
Forecasted Close Date
Assigned Probability (%)
Next Step & Date
Potential Critical Blocker
Days in Stage
Your Historical Closing Rate for this probability/stage (e.g., my 90% deals only close 80% of the time)
New or existing account
Prompt 2: The Manager-Ready Conversation Script
This prompt takes the objective analysis from Prompt 1 and converts it into confident, action-oriented talking points for a weekly forecasting meeting, ensuring the discussion focuses on solutions and manager support, not just reporting.
Role: Act as an experienced Ad Sales VP and Coach providing a senior account executive with a strategy for their one-on-one.
Instruction: Based on the risk and opportunity analysis provided below, generate three conversational bullet points for the sales rep to use with their manager during their weekly forecasting review.
Guardrails: The talking points must be focused on actionable next steps, not excuses or reports. Each point must be a single, confident sentence and must end with a direct, high-value question to prompt the manager's input. Avoid all sales jargon (e.g., 'leverage,' 'synergy,' 'low-hanging fruit').
Specifics: Here is the full high risk and high opportunity analysis from the previous prompt: [Paste the complete analysis output from the previous prompt here].
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AI used, Gemini, ChatGPT or Your Internal LLM
