| name | forecast |
| description | Generate a weighted sales forecast from CSV, Sheets, or CRM data. This skill remains CRM-ready, but should succeed with Sheets or pasted pipeline context instead of assuming a connected CRM. |
| argument-hint | <period> |
/forecast
Use this skill for forecast reviews, gap-to-quota analysis, and commit versus upside planning.
Usage
/forecast [period]
Generate a forecast for: $ARGUMENTS
If a file is referenced: @$1
Operating Rules
- Prefer Google Sheets or uploaded CSV data first.
- Use CRM as enrichment when present, not as a prerequisite.
- Keep the output analytical and brief-first.
- If the user tagged a pipeline file, use that before asking for more data.
Data Preference Order
- Tagged pipeline files
- Google Sheets trackers or exports
- Uploaded CSV exports
- Pasted deal lists
- CRM data when available
Output
Produce:
- quota and attainment summary
- weighted forecast
- best, likely, and worst cases
- commit versus upside breakdown
- gap analysis
- top recommendations
Notes
- This skill is secondary to the GWS-first seller workflows.
- Keep the workflow usable for teams whose pipeline currently lives in Sheets rather than a CRM.