PromptSpoke
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Gemini 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.

  1. Answer the starred questions
  2. Copy the prompt
  3. Paste it into Gemini
About you (optional)

Three quick answers make the result much better.

Format it for

Fill in the starred questions and your prompt appears here.

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Paste it into Gemini, 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.

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How to use it in Gemini

Open Gemini, paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses bold section titles, which Gemini reads clearly and which stay easy to scan in the chat.

If your company uses Google Workspace with Gemini, it may be able to find the details in your Gmail and Drive. Choose "Let my AI look them up".

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.
Can I use this prompt in Gemini inside Gmail?
Yes, paste it into the Gemini side panel. Keep the prompt and the email thread together so it has the facts.