What problem does it solve?
The Forecast skill automates enrichment-aware forecasting for sales pipelines, converting deal data into a defensible, probability-weighted outlook that supports decision-making and resource planning.
Core Features & Use Cases
- Accepts standalone inputs (CSV, pasted deals) or connected Salesforce data to build a live forecast.
- Reads enrichment signals from the latest pipeline review to adjust probabilities, generate dual views (baseline vs. enriched), and flag risks.
- Produces a comprehensive forecast document with eight sections (summary, scenarios, by-stage breakdown, commit/upside, risk flags, gap analysis, action items, and enrichment impact) and persists it to Obsidian.
- Supports user overrides to lock in expert judgment, with persistent storage for future forecasts.
Quick Start
Provide your pipeline deals (CSV, pasted descriptions, or Salesforce data) and run the forecast to generate an enrichment-adjusted, multi-section pipeline forecast.