Cookbook
Skip the Monday forecast scramble
Roll up the weekly forecast, diff it against last week, and flag the coaching signals.
Salesintermediate
What this does
- Rolls up every open deal by rep, stage, and commit category
- Diffs the rollup against last week to show what moved or slipped
- Flags stalled deals, thin pipeline, and silent commits that need coaching
- Publishes the live forecast view and posts the summary before Monday's call
Workflow
- Trigger
Every Monday, 7:00 AM
Before the forecast call.
- Prompt
Roll up the forecast
By rep, stage, and commit category.
- Prompt
Diff against last week
What moved, slipped, closed, or is new.
- Prompt
Flag coaching signals
Stalled deals, thin pipeline, silent commits.
- Result
Publish and post
Forecast view updated, summary to
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Forecast rollupAggregate by rep, stage, and commit category
Week-over-week diffCompare against last week's saved snapshot
Coaching signal detectionFlag reps needing attention, not just deals at risk
How to use this recipe
- 1Connect HubSpot, Sheets, and Slack to the agent
- 2Set the trigger for Monday 7:00 AM, before the forecast call
- 3Paste the prompt and answer its first-run questions once, stall days, coverage ratio, and it remembers
- 4Review the coaching signals and any tie-out mismatch; the rollup posts on its own
Recipe files
weekly-forecast-pack/
recipe.mdskill.mdjobs-setup/
monday-forecast-rollup.mdskills/
forecast-rollup.mdweek-over-week-diff.mdcoaching-signal-detection.mdworkflow.jsonCopy the prompt
Install the "Skip the Monday forecast scramble" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/weekly-forecast-pack/skill.md and save it into your skills folder as "weekly-forecast-pack". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/weekly-forecast-pack.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
