FP
Forecast Prep
agentFreeDrafts the forecast submission: the number before and after category moves, named risks with the deals that carry them, coverage against your target, and paste-ready corrections for the forecast-critical fields.
· Official publisherNot yet ratedUpdated Sep 2026Sales & Business DevelopmentAbout
Use cases
- Draft Thursday's forecast submission
- Which committed deals fail our evidence?
- What field corrections does my forecast need?
Capabilities
- ✓Tests every committed deal against your own category evidence
- ✓Shows the number before and after moves, with each move's reason
- ✓Names the risks and drafts paste-ready field corrections
Limitations
- ▪Drafts the submission; you commit the number
- ▪Reads the connected CRM or your material; never writes to the CRM
- ▪Flags and proposes moves with reasons; never moves a deal silently
SK
Part of the Sales Kit — installs with 25 more agents + 4 workflows (30 slots total).
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PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
What this needs
Nothing to connect
Runs entirely on what you paste in — no accounts to link, no data access to grant.
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