Made by@revopslabWeekly 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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- 1# Weekly forecast rollup
- 3Turns this week's and last week's opportunity exports into a forecast by rep and team, plus a list of every deal that moved: slipped, pulled in, upgraded, downgraded, new, won, lost, or dropped. Ready for the Monday forecast call in a minute.
- 5## Who it is for
- 7RevOps, sales managers, and founders who run a weekly forecast from HubSpot, Salesforce, or any CRM that exports CSV.
- 9## Example
- 11Input: `examples/opps-2026-11-04.csv` and `examples/opps-2026-10-28.csv`, period 2026-10-01 to 2026-12-31.
- 13Output (`out/forecast.md`):
- 15```text
- 16Closed won $65,000 | Commit $112,000 | Forecast $177,000 | Best case $60,000 | Upside $237,000
- 17Week over week: forecast +$32,000, best case -$10,000, pipeline -$45,000.
- 18Slipped: Contoso Robotics: new logo (Rep A, $30,000): 2026-12-10 to 2027-01-15, OUT OF PERIOD
- 19Upgraded: Adventure Works (Rep C, $40,000): best_case to commit
- 20Amount changed: Fabrikam Health (Rep B): -$8,000
- 21```
- 23Plus tables by team and by rep, and a JSON file with everything.
- 25## What it can access
- 27- Runs `node scripts/forecast-rollup.mjs` (Node built-ins only, no network).
- 28- Reads `data/` (plus the kit's own `examples/`), writes `out/`.
- 30## Setup
- 32None. Each week, export your opportunities to `data/` with the date in the file name.