forecast

Generate enrichment-aware sales pipeline forecasts with baseline and adjusted outputs.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/ncy08/clear-claude-code --skill forecast-ncy08
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: forecast
Source: https://github.com/ncy08/clear-claude-code/tree/main/tools/skills/forecast
Command: npx skills add https://github.com/ncy08/clear-claude-code --skill forecast-ncy08

SYSTEM DOCUMENTATION & REQUIREMENTS

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

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.

Frequently Asked Questions about forecast

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

FAQPage Schema
How do I generate a probability-weighted sales pipeline forecast with enrichment data?

You can generate a probability-weighted sales pipeline forecast by applying signal-based multipliers to base stage probabilities. This skill processes standalone CSV inputs, pasted deals, or live Salesforce data to produce both baseline and enrichment-adjusted forecast outputs.

Can I use Salesforce data to build an enrichment-aware sales forecast?

Yes, the skill supports connected Salesforce data to build a live forecast. It reads enrichment signals from the latest pipeline review in Obsidian, applying user overrides to adjust base probabilities and flag risks.

How do override values work when adjusting pipeline deal probabilities?

Override values let you lock in expert judgment by manually adjusting deal probabilities. The skill applies these user overrides alongside enrichment signals to generate dual baseline and adjusted forecast views, storing them persistently for future forecasts.

What's included in the output when forecasting a sales pipeline?

The forecast output includes eight sections: summary, scenarios, by-stage breakdown, commit and upside, risk flags, gap analysis, action items, and enrichment impact. The complete document is saved directly to Obsidian.

Does pipeline forecasting require an Obsidian setup to function?

Obsidian is required to store enrichment signals from pipeline reviews and to save the final multi-section forecast document. The skill reads this enrichment data to adjust probabilities and writes the comprehensive output back to Obsidian.

Can I forecast sales deals without a connected CRM using pasted data?

Yes, you can run the forecast using standalone inputs like CSV files or pasted deal descriptions. The skill processes these inputs to generate an enrichment-adjusted, multi-section pipeline forecast without requiring live Salesforce connectivity.