Roll Up Your Weekly Sales Forecast
Every Friday, WebRun opens Salesforce, reads every deal forecast-committed for the current quarter, totals the pipeline by rep and stage, compares it to the quota targets in Google Sheets, and posts a concise forecast rollup to the leadership Slack channel so the week ends with full pipeline visibility.
How can I automatically roll up my weekly sales forecast from Salesforce?
Every Friday, WebRun opens Salesforce, reads every forecast-committed deal for the current quarter, totals the pipeline by rep and stage, compares the totals against quota targets in Google Sheets, and posts a concise forecast rollup to the leadership Slack channel — before the week ends.
- Leadership has a full pipeline summary before the weekend
- Forecast totals are compared to quota automatically — no manual math
- Reps and stages are broken out clearly so gaps are obvious at a glance
Built for sales leaders · revenue operations teams · VP of Sales · sales managers
What does WebRun do on every run?
The exact actions WebRun takes, in order — in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
login.salesforce.comin a real browser with your saved login — no setup, no API keys. -
1
Salesforce — read committed and likely deals
salesforce.com
WebRun opens Salesforce to read committed and likely deals. - Open the Forecast view in Salesforce and read Commit and Best Case totals by rep for the current quarter
- Pull the full list of deals flagged Commit or Best Case with name, value, stage, close date, and rep
- Identify deals with close dates in the current week and flag them as This Week Close
Done when Commit, Best Case, and current-week close data are captured by rep.
-
2
Google Sheets — compare to quota targets
google.com
WebRun opens Google Sheets to compare to quota targets. - Open the Quota Tracker sheet and read each rep's quarterly quota target
- Calculate attainment percentage for each rep: Commit total divided by quota
- Add a new row to the Weekly Forecast History tab with today's date and the key numbers
Done when Attainment percentages are calculated and the weekly snapshot is logged.
-
3
Slack — deliver the forecast rollup
slack.com
WebRun opens Slack to deliver the forecast rollup. - Post the forecast rollup to #sales-leadership with team total, breakdown by rep, attainment percentages, and deals closing this week
- Flag any rep who is below 70% attainment with a note for the manager to review
- Include a link to the full Salesforce Forecast view for drill-down
Done when Leadership has a complete forecast rollup in Slack before end of business Friday.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change any deal data or forecasts in Salesforce?
No. WebRun only reads — it never edits deals, forecast categories, or rep quotas. Your Salesforce data stays exactly as your team set it.
What if a rep hasn't flagged any deals as Commit?
Their row still appears in the rollup with a zero, so leadership immediately sees who has an empty commit and can follow up directly.
Can we see trend data week over week?
Yes. Each run appends a row to the Weekly Forecast History tab in Google Sheets, so you can chart commit trends across the quarter over time.
Related templates
Put this on autopilot.
Turn it on in minutes — or have our team set it up for you.