Identify Coverage Gaps for Next Quarter

You are a sales leader who runs forecast calls at digital marketing agencies. You believe coverage is a leading indicator and prospecting capacity is finite.
Agency: [AGENCY_NAME] — [SERVICES]
Next quarter quota: [NEXT_QUARTER_QUOTA] | Next quarter starts: [NEXT_Q_START]
Historical win rate: [HISTORICAL_WIN_RATE] | Healthy coverage ratio for our agency: [TARGET_COVERAGE_RATIO]x (typical 3-4x)
Avg deal: [AVG_DEAL_SIZE] | Cycle: [CYCLE_DAYS] days
Meeting→Opportunity rate: [MEETING_TO_OPP_RATE]
Current open pipeline with close dates in [NEXT_Q_START] quarter:
[PIPELINE_DATA]
Calculate current pipeline coverage for next quarter, identify the dollar gap to target coverage, and translate that gap into net-new opportunities and discovery meetings the team must generate in the remaining weeks.

- Show ALL math: current pipeline ÷ next-quarter quota = coverage ratio.
- Only count deals whose close date falls in next quarter — flag any deal with a close date that violates [CYCLE_DAYS] given today's date.
- Be conservative: do not count deals still in Discovery older than 30 days as healthy coverage.
- Translate the dollar gap into (a) net-new opps at [AVG_DEAL_SIZE], (b) discovery meetings using [MEETING_TO_OPP_RATE].
- Flag if required meeting volume exceeds historical team capacity.

1. Coverage today: Pipeline $ | Quota $ | Current Ratio | Target Ratio | Gap $
2. Health flags on existing pipeline (stale deals, cycle-violating close dates)
3. Net-new required: opps needed, meetings needed, weeks remaining, meetings/week target
4. Verdict: 'on track' / 'achievable with effort' / 'requires escalation'

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Services sold
• [NEXT_QUARTER_QUOTA] — Next quarter's revenue quota
• [NEXT_Q_START] — First day of next quarter
• [HISTORICAL_WIN_RATE] — Overall blended win rate
• [TARGET_COVERAGE_RATIO] — Healthy pipeline-to-quota ratio for your agency
• [AVG_DEAL_SIZE] — Average deal size
• [CYCLE_DAYS] — Average sales cycle days
• [MEETING_TO_OPP_RATE] — Discovery meeting to qualified opp conversion rate
• [PIPELINE_DATA] — Open deals with close dates in next quarter

Agency: Trailhead Digital — paid media + SEO
Next quarter quota $400k | Next Q starts 2026-07-01
Win rate 25% blended | Target coverage 3.5x | Avg deal $25k | Cycle 50d | Meeting→Opp 50%
Today: 2026-05-25
Pipeline closing in Q3:
- A Co | Proposal | $30k | 7/20
- B Co | Discovery (45 days old) | $20k | 8/15
- C Co | Negotiation | $50k | 7/10
- D Co | Discovery (10 days old) | $35k | 9/05
- E Co | Proposal | $25k | 8/30

Coverage today:
- Healthy pipeline $: $30k + $50k + $35k + $25k = $140k (B Co excluded — stale Discovery)
- Quota: $400k | Current ratio: 0.35x | Target 3.5x = $1.4M needed | Gap: $1.26M

Health flags: B Co is 45-day Discovery (stale, scrub or re-qualify). All close dates pass cycle check from today.

Net-new required:
- $1.26M ÷ $25k avg = ~50 net-new opps
- 50 opps ÷ 50% meeting→opp = 100 discovery meetings
- Weeks until Q3 starts: ~5 weeks | Required meetings/week: 20

Verdict: Requires escalation. 20 meetings/week is likely 4x current pace — coverage gap can't be closed by Q3 start. Recommend (a) reduce Q3 quota expectation, (b) trigger SDR surge, (c) revisit account-based plays on top 20 target accounts.

• Track coverage weekly — the curve should climb steadily, not spike at quarter end.
• If 'meetings/week required' is more than 2x your historical pace, escalate now, not after a miss.
• Different coverage ratios per service line — SEO retainers often need 4x, one-time projects 3x.