Action / Sales pipeline and forecasting
Preserve weekly pipeline forecast snapshots
Use Proforma to preserve weekly pipeline forecast snapshots. Produce pipeline snapshot action and weekly forecast change bridge from your business data.
Sales leader · Revenue operations manager
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Your starting prompt.
Create a versioned TypeScript Action to preserve our pipeline forecast every [weekly schedule]. Store an in-workspace snapshot with opportunity amounts, stages, close dates and categories, then compare it with the previous run. Summarize added, removed, won, lost and deferred deals with a forecast bridge. Include source freshness and definition version, and leave CRM records unchanged.
Copy this starting point, then replace the placeholders with your own inputs.
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
Stable opportunity IDs and a consistent cutoff are required to distinguish changes from duplicate records.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Permitted Data covering the listed inputs
- Configured Action runtime and authorized schedule
- Explicit scope for in-workspace output; any external mutation requires separate authorization
Repeat execution requires a configured Action. Agree the scope and authority before any external changes or messages.
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Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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