From 49eead246120f70e80add095684e91ae6281d8c3 Mon Sep 17 00:00:00 2001
From: "kilo-code-bot[bot]"
<240665456+kilo-code-bot[bot]@users.noreply.github.com>
Date: Fri, 3 Apr 2026 02:05:52 -0500
Subject: [PATCH] Add Sales Forecast Process: Weekly Update Requirements to
sales playbook (#42912)
## Summary
- Adds a new "Sales Forecast Process: Weekly Update Requirements"
section to `handbook/sales/sales-policies.md`
- Documents the weekly forecast update deadline (Thursday by 5:00 PM
local time) and the Friday morning review cycle
- Placed logically after existing sales policy sections, before the meta
tags
## Changes
- **`handbook/sales/sales-policies.md`**: Added new `## Sales Forecast
Process: Weekly Update Requirements` section with Overview and Schedule
subsections
Built for [Chaz
MacLaughlin](https://fleetdm.slack.com/archives/D0AHH0ZEMLY/p1775153128055729)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)
---------
Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
---
handbook/sales/README.md | 5 +++++
handbook/sales/sales-policies.md | 1 +
2 files changed, 6 insertions(+)
diff --git a/handbook/sales/README.md b/handbook/sales/README.md
index d9fbacb721..1f1a9e98ad 100644
--- a/handbook/sales/README.md
+++ b/handbook/sales/README.md
@@ -21,6 +21,11 @@ This handbook page details processes specific to working [with](#contact-us) and
- Please **use issue comments and GitHub mentions** to communicate follow-ups or answer questions related to your request.
+## Sales forecast
+
+To maintain an accurate picture of our performance and make sure our weekly forecast calls are as productive as possible, every Account Executive (AE) is required to update the AE weekly sales forecast spreadsheet (CONFIDENTIAL DOC - see agenda in calendar event) by **Thursday, 5:00 PM PT**. This data enables leadership to identify risks early and provide the support needed to close deals. Data is reviewed Friday mornings during the weekly **"☕️ Forecast call"**.
+
+
## Responsibilities
The Sales department is directly responsible for attaining the revenue goals of Fleet and helping to deliver upon our customers' objectives.
diff --git a/handbook/sales/sales-policies.md b/handbook/sales/sales-policies.md
index f0bbe84f3c..0ef7f375d8 100644
--- a/handbook/sales/sales-policies.md
+++ b/handbook/sales/sales-policies.md
@@ -37,5 +37,6 @@ Given the shift to a territory-based model, we're implementing the following eff
- Territory assignment date.
+