Review forecasts and renewals
Review forecasts and renewals.
3 stages · 0 approvals
Roles and responsibilities
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Step 1Review forecast
Forecast NumberPeriod LabelCommit AmountBest Case Amount
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Step 2Close deal
Opportunity NumberAccountClosed AmountClosed Currency
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Step 3Plan renewal
Opportunity NumberAccountRenewal OfRenewal Due Date
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Review forecast
Each rep submits a period-specific commit and best case. Snapshot open pipeline and quota in the same currency at submission. Manager review records a decision without overwriting the rep snapshot. Aggregate quotas by effective period; do not sum different currencies or infer quota from current employee settings.
Close deal
Close Won only with an accepted, currently approved quote and retained customer acceptance evidence. Stamp ClosedAt and the closed amount; quota reports use that currency and period. Close Lost requires a reason. Reopening is a recorded manager-authorized transition and reverses the prior closed contribution without deleting history. Close atomically appends OpportunityCloseEvents and freezes ClosedAmount, ClosedCurrency, ClosedOwner and ClosedPeriodStart/End on the opportunity. Won amount equals the accepted quote total in its currency; periods use the configured reporting calendar. Draft product edits cannot change closed actuals. Only a scoped Sales Manager may reopen a closed deal, appending one Reopened event referencing the prior close before returning it to Open; repeated reopening reuses that reversal. Re-closing requires current accepted terms and a new immutable event. Quota actuals sum un-reversed Won events by frozen owner, period and currency, never mutable OpportunityProducts or current ownership.
Plan renewal
Create one renewal opportunity per original agreement and renewal date using a unique command key. Preserve RenewalOf, RenewalDueDate and the new amount independently. Exceptional timing or terms require a manager decision. Renewal forecasts exclude the original closed deal and follow the same quote approval rules.
Approvals and controls
0 approvals required in this process
- Record ownershipKeep every reference and attachment in the authorized workspace and the acting person’s permitted scope. A copied link cannot grant access to another customer’s record.
- Current decisionsReview the latest saved state before changing work. If someone changes protected facts after approval, send the revised record through its required review again.
- Repeated actionsA retry returns the original result when the same action has already been accepted. Keep an uncertain external outcome visible until its original request is reconciled.
- CorrectionsRetain the earlier decision and the reason for correcting it. A report or automation should not hide a reversal by deleting the original evidence.
Follow the outcome
The receiving team needs the current owner, the next action and a traceable result. Use the linked operating records when investigating a delay rather than treating a status label as the complete explanation. If a required person is unavailable, route the decision through an authorized replacement who remains independent of its preparer. Resolve missing evidence before closing the handoff. A locally completed action may still require a confirmed response from its configured destination.
Deal stages. A rep moves an own open deal and sees the dated history. Reject a cross-team move or stale Revision.
Renewals. A renewal appears without changing its original closed deal. Repeating the scheduling command creates no duplicate renewal.
Quote approvals. An independent manager approves the exact terms subsequently accepted. Reject self-approval, expired terms or acceptance after a line edit.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Review forecast | ForecastEntriesQuotaPeriods | Retain the stated outcome and its source evidence |
| 2 Close deal | OpportunitiesQuotesStageChangesOpportunityCloseEvents | Retain the stated outcome and its source evidence |
| 3 Plan renewal | OpportunitiesApprovalRequests | Retain the stated outcome and its source evidence |
Process reports
All reportsQuote Decisions
Submitted proposal versions, independent approvals, expiry and acceptance outcomes.
Pipeline Summary
Open amount and weighted amount by stage, owner and territory, separated by currency.
Win and Loss
Closed outcomes with loss reasons, source and dated stage history.
Quota Attainment
Closed won amounts against effective same-currency quota periods, with reopened deals reconciled.
Renewal Outlook
Upcoming renewal occurrences with their original deal, owner and expected amount.
Sales Cycle
Elapsed time between recorded stage changes and closing outcomes.
Run by an agent
Agent support
An agent acts within the current user or service scope. It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› review forecasts and renewals · review forecast on ForecastEntries, QuotaPeriods
✓ Each rep submits a period-specific commit and best case.
› review forecasts and renewals · close deal on Opportunities, Quotes, StageChanges, OpportunityCloseEvents
✓ Close Won only with an accepted, currently approved quote and retained customer acceptance evidence.
› review forecasts and renewals · plan renewal on Opportunities, ApprovalRequests
✓ Create one renewal opportunity per original agreement and renewal date using a unique command key.