All work

Forecasting

AI-Assisted Forecasting

Scores every in-flight deal on the signals that matter so weekly forecast calls run on facts.

Forecast-call prep cut by ~60%
Forecasting

Problem

Weekly forecast calls ran on gut feel. Reps talked through deals one by one, and it was hard to see which in-flight opportunities were genuinely healthy versus wishful thinking.

Approach

Score every open deal automatically against the signals that actually predict a close: quantified business value, a strong enterprise differentiator, contact with the economic buyer, and a scheduled next step. Surface the gaps before the call, not during it.

What I built

  • A scoring engine that analyzes the sales history of in-flight deals and rates each on the four signals above.
  • A v0 interface, built with Claude Code and shipped through a GitHub pipeline, integrated directly into Salesforce.
  • A weekly view that flags at-risk commit-stage deals so managers can coach on the gaps.

Results

  • Auto-scores 100% of in-flight deals every week.
  • Cut forecast-call prep by 60%.