✏️Prompts

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