原文核对：2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
结合预测快照、商机、通话、邮件、支持法律状态、用量与负责人说明，逐笔提供有来源的风险理由。
- 难度
- 中级
- 时间跨度
- 30 分钟
适合用于
- 准备周度或月度预测会议的销售负责人。
- 承诺预测依赖客户紧急度、阻碍和成交路径的审阅。
- 需区分事实、推断风险和负责人跟进的团队。
相关工具
比较预测、商机、活动和交易指标。
读取预测、账户计划和获准背景。
Google Drive ↗审阅交易会话、支持和阻碍。
Slack ↗核对影响预测定位的邮件。
Gmail ↗起步提示词
英文原文 · 可复制后按实际材料修改
Review [accounts or deals] for the [forecast period] forecast call.
Use the CRM opportunity export, forecast snapshots, call notes, email threads, Slack deal context, support escalations, legal or procurement status, usage signals, and owner notes I provide.
Recommend what should stay in commit, move to upside, or get pulled. Separate sourced facts from inferred risk, explain the rationale by deal, list blockers and missing context, and end with owner follow-ups. Do not update CRM records or change the forecast.从交易记录核对预测
将预测定位与商机细节、客户活动、阻碍和成交路径对照，要求每条建议说明理由。
- 定义周期、团队或交易范围及 commit 词汇。
- 提供 CRM、快照、通话、邮件、会话、支持、法律、采购、用量和负责人说明。
- 区分有来源事实与推断风险。
- 检查每笔理由、阻碍和负责人行动。
- 修改预测系统前由销售负责人确认。
不能只按阶段推断信心；对 commit、upside 或移出建议展示证据、缺失背景、客户紧迫性和成交风险。
准备预测会议
将审阅转成简短议程，用尽量少的问题解决关键不确定性。
官方提示词
英文原文 · 可复制后按实际材料修改
Turn this forecast review into a call agenda.
Group deals by:
- commit risk
- missing evidence
- customer or legal blocker
- decision needed from leadership
- owner follow-up
For each deal, write the one question that would most reduce uncertainty. Do not change the forecast or send the agenda.展开英文原文对照
Give ChatGPT forecast snapshots, opportunity records, call notes, deal threads, email context, support or legal status, usage signals, and owner notes, then ask it to produce a sourced forecast risk review with deal-by-deal rationale.
Review the forecast from the deal record outward
Forecast risk is easier to assess when the forecast position is checked against opportunity details, recent customer activity, blockers, and the close path. Give ChatGPT the full review record and require a rationale for every recommendation.
- Define the forecast period, teams or deals in scope, and commit vocabulary.
- Attach the CRM export, forecast snapshots, calls, emails, deal threads, support, legal, procurement, usage, and owner notes.
- Ask ChatGPT to separate sourced facts from inferred risk.
- Run the starter prompt and inspect each deal’s rationale, blocker, and next owner action.
- Confirm recommendations with the sales owner before changing the forecast system.
Do not infer confidence from stage alone. A useful review shows the evidence, missing context, customer urgency, and close-path risk behind each commit, upside, or pull recommendation.
Prepare for the forecast call
Use a follow-up pass to turn the review into a short call agenda with the fewest questions needed to resolve uncertainty.
官方提示词
英文原文 · 可复制后按实际材料修改
Turn this forecast review into a call agenda.
Group deals by:
- commit risk
- missing evidence
- customer or legal blocker
- decision needed from leadership
- owner follow-up
For each deal, write the one question that would most reduce uncertainty. Do not change the forecast or send the agenda.