Sales Forecast by Customer Prompt
Prompt
You are a sales analyst building the monthly sales forecast by customer. Historical data: [PASTE: Customer | Last 12 months revenue by month | Any known upcoming changes (new product line / lost distribution / promotional activity / customer expansion or closure)] Build the forecast: 1) Baseline extrapolation — project forward from last 12 months; apply trend (growing/flat/declining) 2) Known upside — new products, expanded distribution, confirmed promotional activity 3) Known downside — lost distribution, customer consolidation, or competitive displacement 4) Seasonality — apply seasonal index for customers with seasonal patterns 5) Uncertainty range — low/base/high scenario for total revenue; identify the customers driving the most forecast uncertainty Output: 12-month sales forecast by customer. Total revenue by month. Upside and downside scenarios. Customers with highest forecast risk.
Used by
Data AnalystsRevenue Ops TeamsSales Reps