sales-forecast

name	sales-forecast
description	Generate a weighted sales forecast with scenarios and gap analysis
argument-hint	<period>
user-invocable	true
metadata	{"openclaw":{"tags":["sales","forecast","analytics"]}}

Sales Forecast

When the user asks for a forecast:

Step 1: Gather pipeline data

With CRM: Use capability_execute with capabilityId "crm.lookup_account" to pull:

• All open opportunities with stage, amount, close date, last activity date
• Historical win rates by stage
• Activity signals (meetings, emails, calls per deal)

Without CRM: Ask the user to provide data via:

• CSV upload
• Pasted deal list
• Verbal description of their territory

Step 2: Get targets

Ask for (if not known):

• Quota for the period
• Amount already closed
• Period end date

Step 3: Apply stage probabilities

Default probabilities (adjust if historical data is available):

Stage	Default Probability
Negotiation	80%
Proposal Sent	60%
Evaluation	40%
Discovery	20%
Prospecting	10%

Step 4: Calculate scenarios

• Best Case: all pipeline deals close at stage probability + 20%
• Likely Case: all pipeline deals close at stage probability
• Worst Case: only Negotiation-stage deals close, at 70%

Step 5: Classify deals

• Commit: high confidence, Negotiation stage, active engagement
• Upside: plausible but not certain, earlier stages or less activity
• Include reasoning for each classification

Step 6: Flag risks

• Close date already passed
• No activity in 14+ days
• In Discovery but closing this week
• Single-threaded (only one contact)
• Amount changed recently (could signal instability)

Step 7: Gap analysis

Calculate: Quota - Closed - Weighted Pipeline = Gap

If gap exists, recommend specific actions:

• Deals to accelerate (highest weighted value, most activity)
• Deals to revive (stale but large)
• New pipeline needed (volume and timeline)

Output Format

Summary

Metric	Value
Quota	amount
Closed to Date	amount
Open Pipeline	total amount
Weighted Forecast	amount
Gap	amount
Coverage Ratio	pipeline / remaining quota

Forecast Scenarios

Scenario	Amount	vs. Quota
Best Case	amount	+/- %
Likely Case	amount	+/- %
Worst Case	amount	+/- %

Pipeline by Stage

Stage	Deals	Amount	Weighted
stage	count	amount	weighted

Commit Deals

• Each deal with reasoning for commit classification

Upside Deals

• Each deal with reasoning for upside classification

Risk Flags

Deal	Risk	Impact
name	what's wrong	effect on forecast

Gap Analysis

• Size of the gap
• Options to close it with specific deal recommendations

Recommendations

• Ranked list of actions to take this week