What's inside

A 90-day forecast in seven steps

The stages, the math and the weekly review that turn an optimistic pipeline into a number leadership can plan around.

  • Which deals belong in the forecast, and which ones inflate it.
  • Probability by stage, from a fresh proposal at 60% to a verbal yes at 85%.
  • The weighted revenue formula, with a worked example that turns a $252,000 pipeline into a $143,000 forecast.
  • The capacity check that tells you whether you are about to overbook crews or leave them idle.
  • The four risk signals to flag each week, from proposals older than 21 days to deals missing financing clarity.
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Three pages. Build it in a spreadsheet or your CRM this week.