# Forecast and Weighted Amount Crosswalk

Keep forecast probability separate from deal probability when two revenue estimates disagree.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Deal IDs, Amount, Deal probability, Forecast probability, both output properties, currency and definitions.

## Workflow
1. Align deal, snapshot and units.
2. Compute Amount times Deal probability separately from Amount times Forecast probability.
3. Show the difference as a definition difference before assuming an error.
4. Hold missing probabilities and return review notes; no forecast property is changed.

## Output contract
deal | amount | deal_probability | forecast_probability | weighted_amount | forecast_amount | delta

## Fictional acceptance test
Fictional Amount 1000, Deal probability 40%, Forecast probability 60% gives weighted 400 and forecast 600, difference 200. Neither is cash received. An absent probability is not 0.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://knowledge.hubspot.com/properties/hubspots-default-deal-properties

Checked October 10, 2026. Oct10 live AIS Search Console through Oct6: marketing Copilot 37 impressions, Planable/Claude 33, Planable/ChatGPT 23, campaign brief 12, investor agent 19. Social-review/reporting topics follow these parent-query leads. Other professions follow documented workflow needs, not measured exact search intent. Site impressions are not monthly volumes; exact topic volume is unmeasured.
