| name | sales-forecasting |
| displayName | Sales Forecasting |
| tagline | Generate accurate sales forecasts based on pipeline data, historical trends, and win rates. |
| description | Produces revenue forecasts by analyzing CRM pipeline data, historical close
rates, seasonal trends, and deal velocity. Provides best-case, worst-case,
and most-likely scenarios. Highlights risks to forecast accuracy and recommends
pipeline coverage targets.
|
| department | ["Sales","Revenue Operations","Finance"] |
| use_cases | ["Revenue Forecasting","Pipeline Analysis","Sales Planning"] |
| tools_required | ["HubSpot MCP","Salesforce MCP"] |
| agents_compatible | ["Claude / Claude Code","Cursor","Windsurf","ChatGPT","Any MCP-compatible agent"] |
| author | Webrix |
| verified | true |
| updatedAt | "2026-05-08T00:00:00.000Z" |
| version | 1.0.0 |
| exampleInput | Forecast Q3 2026 revenue based on current pipeline and historical win rates.
Include scenario analysis (best/worst/likely).
|
| exampleOutput | Sales Forecast — Q3 2026
SCENARIOS
Best Case: $2.1M (pipeline * optimistic win rates)
Most Likely: $1.5M (pipeline * historical win rates)
Worst Case: $980K (pipeline * conservative win rates)
PIPELINE COVERAGE
Target: $1.8M
Coverage: 3.2x (healthy: >3x)
At Risk: $320K (5 deals with declining engagement)
HISTORICAL WIN RATES
Enterprise: 28% | Mid-Market: 35% | SMB: 42%
|
Sales Forecasting
Generate accurate sales forecasts based on pipeline data, historical trends, and win rates.
Integrations: HubSpot, Salesforce
When to Use
- Leadership needs revenue projections for upcoming quarters
- The user wants to assess pipeline health and coverage
- The user mentions "forecast", "revenue projection", or "pipeline coverage"
Steps
Step 1: Gather Pipeline Data
Pull all open deals with stage, value, close date, and engagement metrics.
Step 2: Apply Historical Win Rates
Calculate expected revenue using historical conversion rates by segment.
Step 3: Generate Scenarios
Produce best-case, worst-case, and most-likely revenue scenarios.
Step 4: Identify Risks
Flag deals with declining engagement or overdue close dates.
Output
Deliver:
- Three-scenario revenue forecast
- Pipeline coverage analysis
- Risk assessment with recommended actions
