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Map the deals and forecast the year

Many deals live in WhatsApp before they reach a CRM. The deal value and stage tags turn those conversations into a pipeline you can see.

Add a forecast and a what-if, and the same file tells you whether you'll hit the target and what would close the gap.

Why it matters

A forecast built from conversations catches deals the CRM hasn't seen yet. Seeing which deals are close, likely and large tells the team where the next hour of work pays off most.

  1. 1

    Map the open deals.

    Prompt
    From chats with a deal value, build a deal map: x = days until the expected close mentioned in the chat, y = win chance based on stage, bubble size = deal value, colour by stage. Add filters by WhatsApp number and totals for the deals shown.
    Open deals by days to close, win chance and size
  2. 2

    Forecast the year.

    Prompt
    Add a forecast: bookings so far by month, plus the weighted pipeline for the rest of the year, with a range and a line for our $3.2M target. Add a slider to test a change in close rate.
    Bookings so far with a forecast range against the yearly target
  3. 3

    Test what would close the gap.

    Prompt
    Add a what-if funnel with sliders for new leads, each conversion step and average deal size. Show projected revenue against a $750k quarterly target.
    A what-if funnel with projected revenue against the target
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Estimates, not commitments Win chances read from chats are educated guesses. Use the forecast to spot gaps early, and keep your CRM as the record of committed numbers. With your CRM connected (see “HubSpot and WhatsApp together”), ask the assistant to compare both.