rweisssieker-xp Power BI Forecast War Room
Use this skill when the user wants a management control tower around the forecast rather than only CSV outputs.
Operating rhythm
- Daily or weekly refresh of forecast outputs.
- Review month-level gap to budget, roll, and prior year.
- Open top deltas as action items.
- Assign owner hints by customer hierarchy, product line, sales group, or region when available.
- Track status:
- open
- validated
- escalated
- rescued
- lost
- ignored due to low data confidence
- Review model quality and override trust after actuals land.
War room views
- executive gap summary
- top risk customers/products
- backlog at risk
- rescue action board
- agent council dissent
- trust score by source
- model quality by horizon
- counterfactual scenarios
Required outputs
forecast_monthissue_typecustomerproductrevenue_at_riskrecommended_actionowner_hintstatusdue_dateconfidenceevidence
Guardrails
- Every red item needs an action or an explicit reason to ignore.
- Do not mix unvalidated AI recommendations with committed management numbers.
- Keep action status separate from model forecast values so reporting remains auditable.