GTM Guide · Working Prototype

Commercial answers with evidence

What do you need to understand or act on?

Ask about a process, competitor, price, opportunity, forecast or customer. GTM Guide will answer from the relevant approved source and show where the answer came from.

Your commercial position today

Prioritised from Salesforce opportunity data and current forecast rules.

High confidence

Monthly target £220k

Current forecast £186k

Forecast gap £34k

Coverage 2.7×

84.5% of target forecast £186k / £220k

Recommended first action

Protect the commit

Confirm the decision process and legal timetable for Horizon Group before 15:00. It represents £42k of the current commit and is missing a confirmed customer decision date.

Open Salesforce

Today’s priorities

Updated 14:08

Horizon Group · £42k

Commit deal with no confirmed decision date and nine days since the last customer activity.

Northstar Digital · £31.5k

Proposal sent, but no follow up is scheduled and the opportunity has been in stage for 21 days.

July renewal hygiene

Three renewals are missing a documented commercial plan.

Connected sources

Prototype

IN

Internal knowledge Processes, policies and battle cards

→

WEB

Public website Pricing and product information

→

SF

Salesforce Forecast, pipeline and activity

→

The links and commercial records in this prototype are placeholders. Replace them with approved internal URLs and authenticated data connections.

Today’s commercial agenda

Prioritised by impact and urgency

July forecast

Salesforce · 14:08

Closed won£94k

Commit£62k

Best case£30k

Pipeline£81k

Forecast attainment84.5%

Forecast risks

1

£38k of Commit lacks supporting evidence

Two opportunities are missing confirmed decision dates or commercial approval.

2

£27k is due to close within seven days

The opportunities have no scheduled customer activity before their close dates.

3

Pipeline creation has slowed

New pipeline created this week is 22% below the weekly requirement.

Pipeline requiring attention

Six records flagged

Commercial knowledge

Approved content only

Commercial processesPricing approval, contracting, opportunity stages and handover

Internal

Competitor battle cardsPositioning, proof points, objections and discovery questions

Internal

Product and pricing pagesCurrent public product packaging and list pricing

Website

Salesforce commercial dataPipeline, forecasts, activities, customers and renewals

CRM