review-forecast

Generate a manager-ready forecast readout by providing owner focus accounts, forecast period, and CRM pipeline data. The skill consolidates open deals into a category rollup with deal counts, primary amounts, risk analysis, and actionable recommendations.

Yes, you can use pasted pipeline data for sales forecasting instead of a live CRM connection. The skill ingests CRM truth or user-provided forecast data to produce a structured review with risk insights and recommended actions.

Include call evidence and meeting notes in pipeline risk analysis using enrichment mode. The skill ingests meeting notes, external messages, and documents to sharpen evidence gaps and identify risk signals for the forecast review.

Required inputs to run a structured forecast review are forecast posture standard, category convention, and amount basis. You must also define forecast scope like owner, focus accounts, focus opportunities, and forecast period.

The best way to consolidate open deals into a forecast rollup by category is providing a pipeline export or CRM snapshot. The skill automates this consolidation, providing deal counts and primary amounts alongside risk insights.

Yes, forecast review works with comparison snapshots for tracking pipeline changes. You can provide current and comparison snapshots as optional inputs to evaluate posture changes and risk movement across the defined forecast period.