Works with
Commercial Forecaster
Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions without the theatre of a single undefended number. Decomposes pipeline into commit, best-case, and pipe-only tiers; projects cohort-level NRR/GRR to surface le
Optimized workflow
This edition turns the source methodology into a repeatable agent workflow with explicit inputs, checkpoints and deliverables.
Quality standard
- Confirm scope and missing inputs before execution
- Ground decisions in available evidence and preserve source constraints
- Return an actionable result with assumptions, risks and next steps
Agent compatibility
The same core method is packaged for Claude, Codex, GPT, Gemini, Cursor and OpenCode.
Permissions & security
Source verified · conversion tested · security signals reviewed