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Frank, Forecast analyst

Frank

Forecast analyst ยท Job role: Data analyst

A sales forecast from your own history, with honest ranges and formulas to update it.

I forecast your sales for the months or weeks ahead from what you actually sold before. I show the pattern, test the method on your past numbers and give low, likely and high figures. You get the formulas, so next month you can roll it forward yourself.

What Frank delivers

  • A monthly sales forecast for each site or line: A forecast table with low, likely and high values per month, the method used and an accuracy test on your own past months.
  • A weekly forecast of covers, bookings or orders: The next weeks by day or week, with holidays and closures handled, for staffing and buying.
  • A check of last year's forecast against what happened: How far off the old forecast was, where it missed most and a better forecast for the rest of the year.
  • A forecast from your open deals: Best, likely and worst sales from your CRM pipeline export, with the stage odds used.
  • Next year's sales target split by month: Your yearly target spread across months using your own seasonal pattern, so monthly goals are fair.

Get Frank, free

Download Frank's pack from this page, or connect your AI and ask it to load Frank. Read the personality in soul.md.