Which forecast method should I use?

If you're not sure, pick "Not sure, suggest one" and the AI explains the simplest fit for your deal list.

Does my deal data go through PromptSpoke?

No. You paste it into your own AI.

Can it compare to last quarter?

Yes. Add last period's forecast and actual under More options.

Does it work with Microsoft 365 Copilot at work?

Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.

Copilot prompt for sales forecast call prep

Turn your deal list into a forecast you can defend on the call: commit, best case, the risks and the questions you'll get asked. Free, no signup needed.

Answer the starred questions
Copy the prompt
Paste it into Copilot

About you (optional)

Three quick answers make the result much better.

Your company

What you sell

Your role

What period? *

What's the target? *

Where are the deals? *

Who's the forecast for? *

How do you call deals? *

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into Copilot, then paste your deal list right below it.

Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.

✨ AI polish

Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.

How to use it in Copilot

Open Copilot (in Microsoft 365, Outlook or Teams), paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses short, plain sections with capital-letter titles, which keeps it clear in Copilot's chat box.

With Microsoft 365 Copilot, choose "Let my AI look them up" and the prompt asks it to search your Outlook email, calendar and Teams chats.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt

ABOUT ME AND MY COMPANY:
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers

TASK:
Help me prepare this month's forecast against a target of $450k, for my manager. Sort the deals using Commit / Best case / Pipeline.
Right after this prompt I'll paste my deal list. Use only what's in it.

DETAILS:
Deals I'm unsure about: Harbor Foods: legal review, no date yet
Last period's forecast vs actual: Forecast $410k, closed $372k. Use it to say whether I tend to call high or low.
Upside not in the CRM: Pinecrest may add a second site, about $40k. Keep it out of commit.

RULES:
- Tone: direct and honest, like a sales leader who has to defend the number.
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Commit means evidence: a decision maker engaged, a dated next step, and paperwork in motion. Explain any deal that doesn't meet it.
- Don't inflate. If a deal looks soft, say so and say why.
- Show your math so I can check it.
- Point out the deals that would move the number most if they slipped or closed.

OUTPUT:
- Topline: commit, best case and gap to target.
- A table: deal, amount, close date, category, and the one reason it's in that category.
- The 3 biggest risks, and what I'd do this week about each.
- 5 questions I'm likely to be asked on the call, with short honest answers.

Why this prompt works

Forecast calls go badly when the number can't be explained deal by deal. This prompt builds the forecast from evidence and gets you ready for the questions.

It holds "commit" to a clear standard, so your number holds up when someone pushes on it.
It shows the math, so you can check every line before the call.
It predicts the tough questions and drafts honest answers.

Questions

Which forecast method should I use?: If you're not sure, pick "Not sure, suggest one" and the AI explains the simplest fit for your deal list.
Does my deal data go through PromptSpoke?: No. You paste it into your own AI.
Can it compare to last quarter?: Yes. Add last period's forecast and actual under More options.
Does it work with Microsoft 365 Copilot at work?: Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.