skills.rest
cy-wali
cy-waliCOMMUNITY
Explore all skills by this author →
GitHub

forecast

Generate weighted sales forecasts with risk analysis and commit recommendations.

1|Updated Mar 19, 2026
Search Tags:#analytics#sales#pipeline#quota#scenario#forecast#risk
One-click install
npx skills add https://github.com/cy-wali/knowledge --skill forecast-cy-wali
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: forecast
Source: https://github.com/cy-wali/knowledge/tree/main/sales/skills/forecast
Command: npx skills add https://github.com/cy-wali/knowledge --skill forecast-cy-wali

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate a weighted sales forecast with risk analysis and commit recommendations.

Core Features & Use Cases

  • Generate weighted forecasts with best/likely/worst scenarios and commit vs upside breakdown.
  • Accept data via CSV pipeline exports, pasted deal lists, or territory descriptions for flexible input modes.
  • Produce a structured forecast report including summary, scenarios, pipeline by stage, risk flags, and gap analysis to inform quarterly review meetings.

Quick Start

Run /forecast [period] with your pipeline data or pasted deals to generate a forecast report for the specified period.

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 my pipeline data?▼

A weighted sales forecast applies probability weights to pipeline deals based on their stage to generate best, likely, and worst scenarios. This process outputs a markdown report containing commit recommendations, risk flags, and quota gap analysis.

Can I use a CSV export to calculate quota gap analysis and commit recommendations?▼

Yes, CSV pipeline exports are supported as input. The system processes the CSV data alongside your specified quota and period targets to produce a structured report detailing commit recommendations, upside potential, and quota gap analysis.

What pipeline data do I need to create quarterly sales scenarios and risk flags?▼

Required pipeline data includes deal name, amount, stage, and close date, alongside quota and timeline targets. Supplying historical context further refines the generated quarterly sales scenarios and risk flags.

What is the best way to forecast commit versus upside for a quarterly sales review?▼

To forecast commit versus upside, input your pipeline deals and quota targets. The system generates a markdown report separating weighted commit numbers from upside potential, complete with stage breakdowns and risk flags for review.

Does the sales forecast report include a breakdown of pipeline by stage?▼

Yes, the markdown forecast report includes a pipeline by stage breakdown. It also features a summary, weighted scenarios, commit versus upside breakdown, risk flags, and gap analysis to inform quarterly review meetings.

Related Skills

Explore More Marketing & Sales Skills→
anthropicsanthropics
23.4k

forecast

Generate weighted sales forecasts with best, likely, and worst-case scenarios.

Official
Intermediate
openyakopenyak
704

forecast

Generate weighted sales forecasts with risk-adjusted scenarios and gap-to-quota analysis.

Official
Advanced
wyre-technologywyre-technology
39

HubSpot Deals

Search, create, and update HubSpot deal records across pipeline stages.

Official
Intermediate
adrianliechtiadrianliechti
4

forecast

Calculate weighted forecasts and gap-to-quota analysis from pipeline data.

Community
Advanced