Inputs and purpose
Use this workflow to prepare: Bookings/revenue scenarios and assumptions.
Start with: Pipeline snapshots, conversions and customer cohorts.
Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.
Procedure
Define the forecast horizon and whether the output concerns bookings, recognized revenue or cash. Reconcile the starting records.
Use supplied history to estimate stage conversion, timing and repeat behavior; state when evidence is too weak for a precise probability.
Construct base, stronger and weaker scenarios using explicit volume, price, timing and retention assumptions.
Return a forecast bridge and key sensitivities. Check that the same opportunity or customer revenue is not counted in multiple components.
Deliverable
Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.
Business value: Clarify pricing, discounts and partner economics.
Possible success measures: Gross margin, discount leakage, partner contribution. Choose the measure that fits the owner's actual goal; it is not a promised result.
Execution and verification
This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.
Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.
When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.