---
name: monthly-revenue-forecast
description: "Auto-Generate Monthly Revenue Forecast from Pipeline. Use when finance builds revenue forecasts by hand, applying historical close rates to current pipeline. It eats hours every month."
---

# Auto-Generate Monthly Revenue Forecast from Pipeline

Finance builds revenue forecasts by hand, applying historical close rates to current pipeline. It eats hours every month.

## When to use this skill

- The user wants to set up or run this workflow: "Auto-Generate Monthly Revenue Forecast from Pipeline".
- The user describes this problem: Finance builds revenue forecasts by hand, applying historical close rates to current pipeline. It eats hours every month.

## At a glance

- Category: Finance/FP&A
- Difficulty: Intermediate
- Time saved: 4 hours per week. This figure is an estimate, not a measured result.

## Tools

Options separated by "or" are alternatives; use whichever the user already has.

- Salesforce
- Google Sheets
- Zapier

## Steps

1. Pull Salesforce pipeline report (all open opportunities)
2. Import to Google Sheets with stage, amount, close date, age in stage
3. Apply close rate by stage (e.g., Demo: 25%, Proposal: 50%, Negotiation: 80%)
4. Calculate weighted revenue by month
5. Add historical vs. forecast comparison chart

## Template outline

Field names, thresholds, and message text are starting points to adapt.

~~~text
Google Sheets Setup:
1. Zapier: Daily sync of Salesforce opportunities
2. Sheet 1: Raw pipeline data
3. Sheet 2: Close rate reference table by stage
4. Sheet 3: Forecast calculation
   - Formula: =SUMIFS(weighted_amount, close_month, target_month)
   - Weighted amount: deal_amount * close_rate
5. Chart: Forecast vs. quota by month
~~~

## Guardrails

- Work only in the user's own accounts and workspaces, with their credentials.
- Confirm with the user before any step that writes to a CRM, sends email or messages, spends credits, or moves money.
- Treat every hours, cost, and threshold figure as a starting assumption and replace it with the user's numbers.
- Do not invent data, prices, or results. If a vendor price matters, check the vendor's current pricing page.

## Source

https://gtmplaybooks.io/playbooks/monthly-revenue-forecast/