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Category: Marketing & GrowthNo API key required

forecast

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.

personAuthor: jakexiaohubgithub
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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.