review-forecast
OfficialForecast reviews with risk insights and actions.
Authoropenai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Generates structured forecast reviews with risk analysis and actionable recommendations using CRM truth, pasted or exported pipeline context, and supporting notes or documents.
Core Features & Use Cases
- Consolidates open deals into an open forecast rollup by category, providing deal counts and primary amounts.
- Ingests CRM truth or user-provided forecast data to produce a manager-ready forecast readout with recommended actions.
- Supports enrichment from meeting notes, external messages, and documents to sharpen evidence gaps and risk signals.
Quick Start
Provide the required anchors (owner, focus accounts, focus opportunities, forecast period) and a forecast truth source (CRM or pasted data) to generate the forecast review.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: review-forecast Download link: https://github.com/openai/role-specific-plugins/archive/main.zip#review-forecast Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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