Revenue forecast
Project revenue from pipeline velocity and historical win rates, segmented by deal size and rep.
Eluu — revenue-forecast
Shown in preview 
Runtime ~5 min per run
Tokens ~16K per run
Owner a revops colleague
Works with
Pick whichever tool your team already uses.
- CRM
HubSpot Salesforce 
Pipedrive - Spreadsheet Google Sheets
Excel 
Airtable - Payments Stripe
QuickBooks
What it does
The CRO’s forecast is usually a vibe of three reps’ confidence and last quarter’s miss. This recipe pulls every open deal, layers it on historical win rates by cohort, and produces a confidence-banded forecast with the 10 riskiest deals called out.
How it works
- Pull pipeline + history. The colleague reads every open deal plus the last 4 quarters of closed deals. Per-stage win rates are computed by deal size and rep.
- Read booked revenue. MRR + ARR baselines, upcoming renewals, and expansion projections come from the payment platform.
- Run the model. Per-stage win rates apply to current pipeline; deals bucket into commit / best-case / pipeline confidence bands.
- Write the forecast. Per-segment forecasts (low / mid / high), per-rep quota attainment, and the 10 riskiest deals with notes — all land in the canonical sheet, plus a one-liner in #revops.
Setup
- Connect a CRM (HubSpot, Salesforce, or Pipedrive).
- Connect a payments source (Stripe, QuickBooks) for MRR baselines.
- Define the per-stage default win rates if you want to override the historical fit.
Variations
- Add a daily delta version that flags forecast swings > 5%.
- Spin up a per-region forecast with localized win rates.
- Push the forecast into a BI tool (Looker, Metabase, Tableau) for dashboarding.
