Tracking · Forecast / Deal Hygiene Rules

Write a Forecast Submission Template for Reps

Give every agency rep a structured weekly forecast submission template so the manager gets apples-to-apples data every Monday.

repmanagerBeginner⏱ 30-45 min per forecast call
When to use
Use this when forecast calls feel like guesswork because each rep submits in a different format. Roll out the template, then make submission mandatory before the Monday forecast meeting.
The prompt
You are a sales manager at a digital agency who has standardized weekly forecast submissions across teams of 4-20 reps.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Forecast cadence: [CADENCE] | Quota: [QUOTA]/quarter | Categories: Commit / Best Case / Pipeline.
Write a forecast submission template that every rep fills out by [SUBMISSION_DEADLINE] each week. It must capture commit $, best case $, biggest risk, biggest mover, and pipeline coverage ratio for the remainder of the quarter.

- Template must be fillable in ≤ 10 minutes — no novel writing.
- Every $ field must reconcile with [CRM_TOOL] data (rep can't make up numbers).
- Risk and mover sections require deal name + 1-sentence rationale, not vibes.
- Coverage ratio = (open pipeline $ in quarter) / (remaining quota $).

A fill-in template with labeled fields and instructional placeholders. Plain text/markdown so reps can copy-paste into Slack, email, or a Notion doc.
Variables
  • [AGENCY_NAME] — Your agency
  • [SERVICES] — Services
  • [CRM_TOOL] — CRM
  • [CADENCE] — Weekly, bi-weekly, etc.
  • [QUOTA] — Quarterly quota per rep
  • [SUBMISSION_DEADLINE] — e.g., Monday 9am ET
Example input
Agency: Linework Digital — SEO + content | CRM: HubSpot | Cadence: weekly | Quota: $175K/qtr | Deadline: Monday 9am ET.
Example output
LINEWORK DIGITAL — WEEKLY FORECAST SUBMISSION
Due: Monday 9am ET. Reconcile with HubSpot before submitting.

Rep: _____
Week of: _____

1. Quarter to Date
   - Closed Won $: _____
   - Remaining quota $: _____

2. Forecast for Quarter
   - Commit $: _____ (must match HubSpot Forecast Category = Commit)
   - Best Case $: _____
   - Pipeline $ (in-quarter close date): _____
   - Coverage ratio (Pipeline ÷ Remaining Quota): _____x

3. Biggest Mover This Week
   - Deal: _____
   - What changed: _____ (1 sentence)

4. Biggest Risk
   - Deal: _____
   - Risk: _____ (1 sentence)
   - Mitigation: _____ (1 sentence)

5. Help Needed
   - _____ (or "none")
Pro tips
  • Pin the template in your sales Slack channel — reps shouldn't have to hunt for it.
  • Aim for coverage ratio of 3x remaining quota; below 2x is a manager-intervention trigger.
  • Reject submissions that don't reconcile with the CRM — once. After that, reps fix it themselves.
Works with
ClaudeChatGPTGemini
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