forecast-narrative

What problem does it solve?

RevOps teams waste hours each week manually compiling disjointed Salesforce pipeline data and Gong customer call records into consistent, exec-ready forecast briefs, leading to slow, error-prone narratives that fail to give sales leaders the clear, traceable context they need before forecast calls.

Core Features & Use Cases

• Automated Data Synthesis: Combines Salesforce opportunity snapshots with Gong 14-day customer call activity to surface deal movement, supporting evidence, and hidden risks automatically.
• Standardized Exec Output: Generates a one-page Markdown narrative with a headline commit number, confidence band, top 3 moving deals, single biggest risk, and specific ask for the VP/CRO, formatted for 2-minute exec review.
• Built-in Quality Guardrails: Includes a mandatory hedge-word removal pass, snapshot audit trails, and source citation requirements to eliminate hallucinations and ensure every claim is traceable to Salesforce or Gong data. Use case: A RevOps analyst preparing a weekly enterprise AMER forecast brief can use this skill to cut prep time from 60 minutes to under 5, while ensuring the output meets the sales leadership team's strict formatting and traceability standards.

Quick Start

Use the forecast-narrative skill to generate a one-page forecast brief for the enterprise-amer segment for the week ending 2026-05-01, using Salesforce report ID 0050000000ABCDE, Gong workspace ID enterprise-amer, and April 2026 closed-won actuals of $9.8M against a $10.5M prior commit.