Weekly forecast rollup
@revopslab/weekly-forecast-rollup
Roll an opportunity export from HubSpot, Salesforce, or any CRM into closed won, commit, best case, and pipeline by rep and team for the quarter, then compare with last week: what moved, which deals slipped or were pulled in, upgrades, downgrades, new, won, lost, and dropped deals.
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- 1Opportunity ID,Opportunity Name,Opportunity Owner,Owner Role,Amount,Close Date,Stage,Forecast Category
- 2O1,Northwind Traders: expansion,Rep A,East,"50,000",2026-11-20,Negotiation,Commit
- 3O2,Contoso Robotics: new logo,Rep A,East,30000,2026-12-10,Proposal,Best Case
- 4O3,Fabrikam Health: platform,Rep B,West,80000,2026-12-15,Negotiation,Commit
- 5O4,Tailspin Toys: pilot,Rep B,West,20000,2026-11-30,Discovery,Pipeline
- 6O5,Adventure Works: renewal + upsell,Rep C,West,40000,2026-12-20,Proposal,Best Case
- 7O6,Litware: starter,Rep C,West,15000,2026-10-15,Closed Won,Closed
- 8O7,Proseware: new logo,Rep A,East,25000,2026-12-01,Proposal,Pipeline
