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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.

SkillRevOpsv1.0.0 (latest)Tested
Activity
New: be the first to try it
  1. 1Opportunity ID,Opportunity Name,Opportunity Owner,Owner Role,Amount,Close Date,Stage,Forecast Category
  2. 2O1,Northwind Traders: expansion,Rep A,East,"50,000",2026-11-03,Closed Won,Closed
  3. 3O2,Contoso Robotics: new logo,Rep A,East,30000,2027-01-15,Proposal,Best Case
  4. 4O3,Fabrikam Health: platform,Rep B,West,72000,2026-12-15,Negotiation,Commit
  5. 5O4,Tailspin Toys: pilot,Rep B,West,20000,2026-11-30,Closed Lost,Omitted
  6. 6O5,Adventure Works: renewal + upsell,Rep C,West,40000,2026-12-20,Negotiation,Commit
  7. 7O6,Litware: starter,Rep C,West,15000,2026-10-15,Closed Won,Closed
  8. 8O8,Wide World Importers: new logo,Rep B,West,60000,2026-12-18,Proposal,Best Case