forecast

Generate weighted sales forecasts with scenario tables and gap-to-quota recommendations.

Updated Apr 8, 2026
One-click install
npx skills add https://github.com/sun2443/designer-skills --skill forecast-sun2443
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: forecast
Source: https://github.com/sun2443/designer-skills/tree/main/sales/skills/forecast
Command: npx skills add https://github.com/sun2443/designer-skills --skill forecast-sun2443

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps you turn an uncertain pipeline into a clear, weighted revenue forecast with risk-aware commit recommendations so you can confidently prepare for quota and quarterly planning.

Core Features & Use Cases

  • Weighted scenario forecasting: Produces best/likely/worst projections using stage probabilities and deal amounts to translate pipeline uncertainty into numbers.
  • Commit vs upside breakdown: Separates high-confidence commit deals from lower-confidence upside so your forecast communicates both certainty and upside.
  • Gap analysis & action recommendations: Identifies the amount needed to hit quota and suggests what to accelerate, revive, or generate next.

Quick Start

Provide your pipeline for the period, including deal name, amount, stage, and close date, then set your quota and timeline by running /forecast Q2 and reviewing the weighted forecast, commit vs upside, and gap-to-quota results.

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 a CRM CSV export?

Generate a weighted sales forecast by providing a CRM CSV export containing deal name, amount, stage, and close date. The system computes stage-weighted projections to translate pipeline uncertainty into best, likely, and worst scenario numbers.

What is the best way to separate commit deals from upside in a pipeline?

The best way to separate commit deals from upside is through risk scoring based on close dates and activity recency. This distinguishes high-confidence commits from lower-confidence upside to clarify your forecast's certainty and potential.

How does pipeline coverage check against quota work?

Pipeline coverage checks against quota by computing gap analysis. It identifies the exact revenue amount needed to hit your target and outputs actionable recommendations on which deals to accelerate, revive, or generate next.

Can I run scenario analysis for quarterly forecast calls using deal stages?

You can run scenario analysis for quarterly forecast calls using deal stages. The system produces best, likely, and worst projections by applying stage probabilities to deal amounts and outputs stage probability summaries.

Do I need specific CRM formatting to assess pipeline risk and close dates?

You need a CRM CSV export with specific fields to assess pipeline risk and close dates. Required inputs include deal name, amount, stage, and close date to properly flag risk based on activity recency.