One period · one evidence cutoff
October opportunity forecast
Separate eligible estimates, manager commitments and unresolved evidence.
Weighted estimateEligible amount × probability
Won + commit amountCategory view · unweighted
Held October amountExcluded from both estimates
Gap to $100,000 targetTarget less won + commit
Opportunity coverage
Review cutoff · 16 Oct 2026| Opportunity | Amount | Category | Close date | Probability | October weight | Evidence |
|---|
Snapshot movement: 9 Oct → 16 Oct
Prior snapshot stays fixed at $60,000Compare the same opportunity IDs and currency. A close-date move changes period coverage; it does not create a sale.
Opportunity OP-102
Beacon rollout
Owner: sales representative · Team: commercial
Quoted amount$30,000 USD
Forecast categoryBest case
Probability edition P-0150%
Effect on the October estimate
Current contribution
9 October contribution$10,000
Current review state
Move the close date to 3 November to remove $15,000 from October. The saved 9 October snapshot remains unchanged.
Acceptance check
The period total must recalculate once, preserve the opportunity ID and leave the category unchanged. Won + commit stays the same because Beacon is best case.
Evidence hold EX-005 · OP-105
Ember renewal
Amount / probability$25,000 / 70%
Category / close dateCommit / 30 Oct
Latest customer evidence1 Oct 2026
Evidence is 15 days old. The demo policy requires evidence within 14 days. The $25,000 is visible on hold and contributes $0 to the forecast.
Release control
01 A manager records the refreshed evidence date.
02 The note and opportunity ID stay linked.
03 Release adds $17,500 weighted contribution.
04 Won + commit increases by $25,000.
05 A repeated approval adds no second contribution.
The hold affects forecast eligibility only. It does not change the underlying opportunity or book revenue.
Demo roles: representative maintains the close date; manager releases stale-evidence holds; finance reviews the dated snapshot.