| name | forecast |
| description | Generate weighted sales forecasts with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Works standalone with CSV or pasted pipeline; supercharged when you connect ~~CRM~~. Trigger with "forecast my pipeline", "weighted forecast for this quarter", or use the /forecast command. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
Forecast
Build a weighted sales forecast with stage-based probabilities, commit vs. upside, and gap-to-quota analysis. This skill works with pipeline data you provide; when CRM is connected, it can pull pipeline automatically and use historical win rates.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ FORECAST │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ Upload CSV or paste/describe pipeline deals │
│ ✓ Set quota and timeline │
│ ✓ Apply stage probabilities (default or custom) │
│ ✓ Weighted forecast: best / likely / worst case │
│ ✓ Commit vs. upside breakdown │
│ ✓ Gap analysis and recommendations │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + ~~CRM~~: Pull pipeline automatically, real-time data │
│ + Historical win rates by stage, segment, deal size │
│ + Activity signals for risk scoring │
│ + Track forecast over time │
└─────────────────────────────────────────────────────────────────┘
Stage Probabilities (Default)
| Stage | Default Probability |
|---|
| Closed Won | 100% |
| Negotiation / Contract | 80% |
| Proposal / Quote | 60% |
| Evaluation / Demo | 40% |
| Discovery / Qualification | 20% |
| Prospecting / Lead | 10% |
User can override. Map their stage names to these bands when needed.
Output Structure
- Summary: Quota, closed to date, open pipeline, weighted forecast, gap, coverage ratio.
- Forecast scenarios: Best / likely / worst case with assumptions.
- Pipeline by stage: Deal count, total value, probability, weighted value.
- Commit vs. upside: High-confidence commit deals; upside deals with risk factors.
- Risk flags: Stale close dates, no activity, unrealistic close.
- Gap analysis: Amount needed to hit quota; options (accelerate, revive, new pipeline).
Data Sources (per REFERENCE.md)
CRM (if connected): Pipeline, historical win rates, activity. Enables automatic refresh and tracking.- If
CRM is not connected, use only CSV or user-provided pipeline and quota.
