Weekly Forecast Roll-up & Submission

The problem this kills

Every Friday it's the same fire drill. You ping each rep for their number, copy-paste it into the master forecast spreadsheet, chase the three who didn't reply, untangle who changed what, and try to remember why last week's commit slipped. By the time leadership gets a number, it's already stale and you can't explain the week-over-week change with any confidence.

The spreadsheet has no memory. You can't see what a rep said last week versus this week, you can't tell a rep's number apart from a manager's judgment call, and there's no record of why anyone adjusted anything. Slippage hides in plain sight.

This tool replaces that whole ritual with a clean, repeatable weekly cycle that remembers everything.

What you'll build

A web app where:

• Each rep opens their deals, sets a forecast category per deal (commit / best-case / pipeline), and submits a locked forecast for the week.
• Each manager reviews their team's submissions and can adjust a number with a documented reason - keeping the rep's original and the manager's adjusted number side by side.
• The roll-up sums everything by team, region, and company, shows week-over-week change, and tracks pace to target.
• Leadership gets a clean digest by email and a CSV export in the exact columns your system expects, once the week is finalized.

Every week is snapshotted, so trend and slippage analysis just works - no more "what did we say last Friday?"

What's inside the Implementation Plan

The plan opens by interviewing you about your business - your current forecast process, the systems and spreadsheets you use, your real deal fields and naming, your forecast categories and their rules, your reporting hierarchy, your typical and peak deal volumes, and your messy edge cases (splits, multi-currency, renewals, pulled-in deals). It reads a short tailored spec back to you and waits for your thumbs-up before building anything. This is your forecasting tool, shaped to how your team actually works - not a generic template.

From there it walks you, one copy-paste prompt at a time, through:

• Loading your deals (from your CRM export or a Google Sheet - no API required to start).
• The rep submission screen with per-deal categorization and a weekly lock.
• The manager review-and-adjust screen with mandatory reasons.
• The roll-up views with week-over-week change and pace to target.
• Weekly snapshots for trend and slippage analysis.
• The finalize step, CSV export, and the Resend leadership digest.

The governance it includes (this is the point)

• Login so only your team can get in.
• Row-level security so a rep sees only their own deals and a manager sees only their own team's - your data never leaks across orgs or teams.
• A complete audit trail of who submitted, who adjusted, what changed, and when.
• A human-in-the-loop approval gate: a rep submits and locks their number, then a manager reviews and adjusts with a documented reason before the roll-up is finalized and shared with leadership. Nothing reaches leadership unreviewed.
• Duplicate guards so the same rep can't submit twice for the same week, and a deal can't be counted twice within a submission.

Who it's for

Sales managers and revenue ops who chase reps for forecast numbers every week and then hand-assemble the roll-up. If "Friday forecast" makes you wince, this is for you.

You've got this - paste the first prompt and let the agent interview you.