Forecast refresh
Update actuals against plan and surface where the operating forecast moved, and why.
How this workflow runs
- Trigger: Forecast needs current actuals
- Apps: Stripe, Google Sheets, Salesforce, Notion
- Example ask: Refresh the operating model with this month actuals
- What you get: Updated forecast with variance notes and risks called out
What Runner completes
- Pulled actuals
- Updated model tabs
- Checked pipeline assumptions
- Drafted variance notes
The forecast reflects the business you are running today, not last month.