Forecast and Weighted Amount Crosswalk

Keep forecast probability separate from deal probability when two revenue estimates disagree. Preparation only, not an account action.

What to provide

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

How it works

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.

The output

deal | amount | deal_probability | forecast_probability | weighted_amount | forecast_amount | delta

Worked fictional example

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.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct 10 live AIS Search Console through Oct 6: 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. Checked October 10, 2026.