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AI agent for chief sales officers

Annual Plan Reconciliation Agent

Compare top-down targets with bottom-up forecasts, find gaps by segment and test options until the plan closes

AnalysisDecisionsPlanningSalesManagementExecutives and strategy
See how it worksGet access
Annual Plan Reconciliation Agent: what goes in, what the agent does and what you get

What it does

Targets and rep forecasts never agree, and the argument takes weeks. The agent compares the top-down target with the sum of territory and rep forecasts. It finds the gap by segment, region and product, and checks the forecasts against historical attainment to spot sandbagging or hope. It tests options such as raising a segment target, adding pipeline coverage or changing mix, and checks each against capacity and history. After revisions, it reruns the comparison. The CSO approves the final plan. Edge case: one region forecasts 140% of its history, and the agent flags the number before it enters the plan.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Planning round opens 2 USES A TOOL Load top-down targets and bottom-up forecasts 3 DOES Compute the gap by segment and region 4 DOES Compare forecasts with historical attainment 5 CHECKS THE RESULT Is each forecast realistic against history? If not: Mark outliers and ask for support or adjust.Back to step 3. 6 DOES Propose options to close the gap 7 USES A TOOL Test each option against capacity and coverage 8 CHECKS THE RESULT Does the revised plan close the gap withintolerance? If not: Test another option or raise a remaining gap tothe CSO. Back to step 5. 9 YOU APPROVE CSO approves the final plan 10 RESULT Reconciled plan with remaining risks
Read the steps as a list
  1. Planning round opens
  2. Load top-down targets and bottom-up forecasts
  3. Compute the gap by segment and region
  4. Compare forecasts with historical attainment
  5. Is each forecast realistic against history?If not: Mark outliers and ask for support or adjust. Back to step 3.
  6. Propose options to close the gap
  7. Test each option against capacity and coverage
  8. Does the revised plan close the gap within tolerance?If not: Test another option or raise a remaining gap to the CSO. Back to step 5.
  9. CSO approves the final planThe agent waits here for your OK.
  10. Reconciled plan with remaining risks

How it decides

Each segment's forecast is judged against history; gaps are closed with options tested for realism.

  • Flag a forecast above 125% of history
  • Require pipeline coverage of 3 times target
  • Keep the gap tolerance at 3%
  • Do not add targets beyond rep capacity

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Gap tolerance (default 3%)
  • Coverage ratio (default 3)
  • Realism cap (default 125%)
  • Segments used

What keeps you in control

It always asks you first

  • CSO approves the final plan
  • CSO approves target changes for individual reps

Hard limits

  • Never set rep targets without CSO approval
  • Never inflate a forecast

It stops when

  • Done: plan within tolerance and approved
  • Stop: the gap stays above tolerance after all tested options

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensTop-down target was $48M and forecasts totaled $41.5M. The agent flagged the West forecast as 138% of history. It lowered the West number by $2M and raised the gap to $8.5M. A coverage option closed $4M and a mix shift closed $3M. The recheck left a $1.5M gap, which the CSO accepted as risk.

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