forecast-call-pack

name	forecast-call-pack
description	Builds the PowerPoint pack for a monthly or quarterly forecast call with the sales VP, covering team forecast roll-up by category (commit, best case, pipeline), changes since last submission, top deals with confidence, and risk register. Use when the user asks for a "forecast pack", "forecast call deck", "monthly forecast deck", "QBR forecast pack", or "VP forecast review".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector in this package.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"Sales Manager / Director / RevOps"}
cowork.category	Sales
cowork.icon	PresenterFilled

Forecast Call Pack

What This Skill Does

Produces a forecast-call PowerPoint pack a sales manager can walk into a VP review with: roll-up by forecast category, changes since the last submission, top deals with confidence narrative, and a risk register.

When To Use

• "Build the forecast call pack for this month"
• "VP forecast review deck"
• "QBR forecast pack"

Do not use for weekly pipeline review (weekly-pipeline-review-deck) or for a single-account brief (account-deep-dive-brief).

Required Connector Tools

• get_forecast
• get_team_pipeline_summary
• get_team_performance_metrics
• list_opportunities (open in the period + recently closed)
• get_pipeline_dashboard
• get_account_360 (per top deal)
• get_activity_timeline (per top deal)
• list_reports / run_report (when a custom forecast report exists)

Default Workflow

1. Determine the period (default current quarter).
2. Pull team forecast roll-up by category: Closed, Commit, Best Case, Pipeline, Omitted.
3. Pull last submission's totals (if available via list_reports+run_report); compute deltas.
4. Identify the top 5 deals contributing to Commit and the top 5 risks (deals slipped, lost in period, or moved out of Commit).
5. Build the deck.

Slide Map

#	Title	Visual	Notes
1	{{team}} Forecast — {{period}}	KPI strip: Closed, Commit, Best Case, Pipeline, Quota gap
2	Roll-up by Category	Stacked bar by AE / segment
3	Change Since Last Submission	Waterfall: previous → added → removed → moved → current
4	Coverage & Linearity	Coverage ratio + week-by-week closed pace
5..9	Top Commit Deals	Per-deal one-pager (see layout)
10	Risk Register	Table of slipped / regressed / lost deals with mitigation
11	Asks for the Business	Specific exec actions needed (not generic "support")

Per Top-Commit Deal Layout

• Opp, account, amount, close, stage, probability, forecast category
• Decision team summary (from get_account_360)
• 3 most recent material activities
• Manager confidence narrative (one short paragraph the manager can speak to)
• Risks and required next steps

Analysis Rules

• "Commit" must reconcile to get_forecast Commit total; if it doesn't, stop and surface the reconciliation gap as the first slide bullet.
• "Change since last submission" requires a prior snapshot; if unavailable, state on slide 3 that delta is not computable and show only current totals.
• Risk register must list named deals only — no "general macro risk".
• Asks for the business must each name an exec, an action, and a date.

Tone

Forecasting discipline. No optimism without evidence. State assumptions explicitly.