Forecast Input Gathering
Collect the inputs needed for a reforecast from across the business.
The prompt
For the [Q/period] reforecast, search emails and Teams for inputs already shared: - Revenue/pipeline signals from sales - Cost or headcount changes from departments - Project timing changes - Risks and opportunities raised Summarize by area with the source. Mark anything still outstanding to chase.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 3Replace anything in brackets with your own detail, then send it.
Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.
Written for
FP&A Lead, Finance Manager
More for Finance
- Finance Critical Guardrails - Read First
- Month-End Close Prep
- Variance Story Draft
- Budget vs Actual Summary
From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.