forecast-rollup

By kortix-ai. Updated July 31, 2026. Categories: Finance & Investment.

Weekly HubSpot pipeline-to-forecast rollup — weights every open deal by its own HubSpot stage probability, rolls the total up by stage, rep, and segment ({{segment_property}}) against {{quarterly_quota}}, and flags deals slipping the quarter and other forecast risk before posting to {{forecast_channel}}. Read-only; never changes a deal's amount, close date, stage, or owner.

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SKILL.md

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