Analysis / Sales pipeline and forecasting
Forecast bookings from historical stage conversion
Use Proforma to forecast bookings from historical stage conversion. Get historically weighted bookings forecast from your business data with this copyable prompt.
Sales leader · Revenue operations manager
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Your starting prompt.
Estimate bookings for [period] using historical stage-to-win conversion for comparable opportunity cohorts. Apply those observed rates to current open deals, adjusting only for the supplied segment and time-horizon rules. Show the weighted forecast, sample sizes and a range of plausible outcomes. Separate immature cohorts and missing histories, and compare the result with our current stage-probability settings without presenting either as certainty.
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Method and review
Keep the assumptions visible.
Use a dated pipeline snapshot and stage history. State the target period and probability method, and distinguish expected pipeline from committed revenue.
For this task, check
Historical cohorts need enough outcome time and comparable stage definitions to support the estimate.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Prior opportunities share the segment and horizon; only matured cohorts are eligible for a stage conversion rate.
These invented records explain the method. They are not a recorded Proforma run.
| Stage | Mature / won deals | Current open USD |
|---|---|---|
| Qualified | 20 / 5 | $100,000 |
| Proposal | 10 / 5 | $80,000 |
| New cohort | 0 / 0 | $50,000 |
| Stage | Observed rate | Weighted bookings | Coverage |
|---|---|---|---|
| Qualified | 25.0% | $25,000 | 20 matured deals |
| Proposal | 50.0% | $40,000 | 10 matured deals |
| New cohort | Unavailable | Not estimated | Cohort not matured |
Method
Stage-to-win rate = matured wins / matured opportunities. Multiply current open amount by the comparable observed rate. The covered weighted total is $65,000; the $50,000 new cohort is excluded, not assigned a guessed probability.
What the result tells you
A 10-deal Proposal cohort offers limited evidence. No stage-probability settings or uncertainty model are supplied, so their comparison and a defensible interval remain open work rather than invented results.
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