# Forecast manager

The day before your forecast call, checks every Commit deal against six conditions in the buyer's own words, shows the range (conservative, expected, optimistic) with its formulas, flags pushed and stale deals and thin coverage, and tells you which deals to downgrade.

Category: Pipeline. For: Sales, RevOps.

## What it's for

Every Commit deal is backed by evidence, and the call is a range you can defend.

Suited to:

- Sales managers
- CROs
- RevOps

## What you get

- A forecast review: the range, failing commits with what's missing, deals to look at, and downgrades to make

## When it runs

- When you run it
- Wednesdays 15:00, the day before a Thursday forecast call

## What it uses

- Your Closefinch records

You choose:

- Who gets the review (a teammate)
- Whose forecast (a teammate, or the whole organization): Default: yours (whoever starts it, or the agent's manager on a schedule); the whole organization is for owners (optional)

## Its steps

1. Forecast
2. Review (the model works this out)
3. Send the review

## Approvals

It changes nothing: categories, stages and close dates are changed by people. It only messages the person named.

## Checked before release

The template's eval suite must pass these:

- Names each failing commit deal with its missing conditions
- Never changes a deal: suggests downgrades for a person to make

## Questions

**Where do the commit tests come from?**

The weekly forecast pass tests every Commit deal (Sunday night, or Forecast → run now); each deal can be re-tested from the Forecast page.

Use this template: https://app.closefinch.com/app/agents/templates/forecast-manager (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).