Playbook by @slashclone · updated 8 Nov 2026
Prep the weekly forecast call
A clean pipeline and an honest forecast every week: clear stale deals, roll up the numbers and what changed, prep the deals at risk, and send the Friday update.
- Goal
- Walk into the forecast call with clean numbers
- For
- Sales leaders and RevOps
- Steps
- 4
- About
- 60 minutes
4 steps, in order. Sign in to keep track as you go.
Step 1: Find stale deals and clean up your pipeline
Export the pipeline and fix deals with past close dates, stuck stages, or missing fields.
Passes on: A clean pipeline export
Step 2: Roll up the weekly sales forecast and what changed
Roll up commit, best case, and pipeline by rep, and see what moved since last week.
Passes on: This week's forecast and its changes
Step 3: Prep your weekly deal review
Prepare one page for each deal at risk, ranked first.
Passes on: Deal pages for the call
Step 4: Write the Friday GTM update for your exec team
Write the one-page Friday update across marketing, sales, and success.
Passes on: The weekly go-to-market update