forecast

Name: forecast
Availability: InStock
Author: Microsoft

Generate weighted sales forecasts from Dataverse opportunity data by rep and team.

44|9|Updated Mar 6, 2026

Search Tags:#dataverse #pipeline analysis #revenue projection #sales forecast #quota attainment #deal risk

Ready to run

npx skills add https://github.com/microsoft/dataverse-business-skills --skill forecast

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: forecast
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/forecast
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill forecast

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about forecast

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I generate a weighted sales forecast from Dataverse opportunity data?▼

To generate a weighted sales forecast, this Skill queries Dataverse opportunity data to calculate committed, best-case, and pipeline views by rep and team. It applies probability weighting to your opportunity records to project expected revenue.

Can I compare sales forecasts against quota attainment for individual reps?▼

Yes, you can compare sales forecasts against quota attainment. The Skill evaluates forecast totals for individual reps and teams, directly comparing them against assigned sales quotas to measure performance gaps.

How does deal risk identification work for pipeline analysis?▼

Deal risk identification works by analyzing activitypointer records and deal health signals within your pipeline. The Skill flags specific opportunities that may be at risk of closing or present significant upside potential.

What Dataverse tables do I need to perform revenue projection and pipeline analysis?▼

You need the opportunity, activitypointer, account, systemuser, and msdyn_forecastdefinition tables in Dataverse to perform revenue projection. The Skill queries these tables to provide a comprehensive sales outlook.

Does this approach support team-level sales forecasting or just individual rep projections?▼

This approach supports both team-level and individual rep sales forecasting. You can request a forecast for a specific team, such as the West team, and receive a detailed report including rep performance, at-risk deals, and pipeline coverage.