forecast
OfficialGenerate sales forecasts and identify risks.
Marketing & Sales#dataverse#pipeline analysis#revenue projection#sales forecast#quota attainment#deal risk
Authormicrosoft
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the complex process of sales forecasting by aggregating opportunity data, applying probability weighting, and identifying potential risks and upside, helping sales teams hit their targets.
Core Features & Use Cases
- Weighted Sales Forecasts: Generates committed, best-case, and pipeline forecasts based on Dataverse opportunity data.
- Performance vs. Quota: Compares forecast totals against sales quotas for individual reps, teams, or the entire organization.
- Risk & Upside Identification: Flags deals that may be at risk of closing or present significant upside potential based on activity and deal health signals.
- Use Case: A sales manager can ask "What's the forecast for the West team this quarter?" and receive a detailed report including rep performance, at-risk deals, and pipeline coverage.
Quick Start
Generate the Q1 2026 forecast for the West team.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: forecast Download link: https://github.com/microsoft/dataverse-business-skills/archive/main.zip#forecast Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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