Forecast

The Forecast skill generates weighted sales forecasts with risk analysis and commit recommendations.

Install

npx promptshop add forecast

Details

What This Skill Does

The Forecast skill generates weighted sales forecasts with risk analysis and commit recommendations. It can be used standalone by uploading a C

SV or pasting pipeline deals, and is supercharged when connected to a C

RM. It helps sales teams and managers understand their pipeline and predict future revenue.

When to Use

Predict sales revenue for the next quarter.
Identify potential risks to achieving quota.
Determine which deals to commit to the forecast.
Analyze the gap between current pipeline and quota.
Create best-case, likely, and worst-case projections.
Track forecast accuracy over time.

Key Features

Accepts C

SV uploads of pipeline data.
Allows pasting of deal information.
Calculates weighted forecast based on stage probabilities.
Provides risk-adjusted projections.
Breaks down commit vs. upside potential.
Offers gap analysis and recommendations.

Manual Installation

Manual installation

View Full Skill Content

The complete markdown content that gets installed/forecast

If you see unfamiliar placeholders or need to check which tools are connected, see C

ONNECTORS.md.

Generate a weighted sales forecast with risk analysis and commit recommendations.

Usage

/forecast [period]

Generate a forecast for: $A

RGUMENTS

If a file is referenced: @$1

How It Works

┌─────────────────────────────────────────────────────────────────┐ │ F

ORECAST │ ├─────────────────────────────────────────────────────────────────┤ │ S

TANDALONE (always works) │ │ ✓ Upload C

SV export from your C

RM │ │ ✓ Or paste/describe your pipeline deals │ │ ✓ Set your quota and timeline │ │ ✓ Get weighted forecast with stage probabilities │ │ ✓ Risk-adjusted projections (best/likely/worst case) │ │ ✓ Commit vs. upside breakdown │ │ ✓ Gap analysis and recommendations │ ├─────────────────────────────────────────────────────────────────┤ │ S

UPERCHARGED (when you connect your tools) │ │ + C

RM: Pull pipeline automatically, real-time data │ │ + Historical win rates by stage, segment, deal size │ │ + Activity signals for risk scoring │ │ + Automatic refresh and tracking over time │ └─────────────────────────────────────────────────────────────────┘

What I Need From You

Step 1: Your Pipeline Data

Option A: Upload a C

SV Export your pipeline from your C

RM (e.g. Salesforce, Hub

Spot). I need at minimum: Deal/Opportunity name Amount Stage Close date

Helpful if you have: Owner (if team forecast) Last activity date Created date Account name

Option B: Paste your deals Acme Corp - $50K - Negotiation - closes Jan 31 Tech

Start - $25K - Demo scheduled - closes Feb 15 Big

Co - $100K - Discovery - closes Mar 30

Option C: Describe your territory "I have 8 deals in pipeline totaling $400K. Two are in negotiation ($120K), three in evaluation ($180K), three in discovery ($100K)."

Step 2: Your Targets

Quota: What's your number? (e.g., "$500K this quarter") Timeline: When does the period end? (e.g., "Q1 ends March 31") Already closed: How much have you already booked this period?

Output

Sales Forecast: [Period]

Generated: [Date]

Summary

Metric	Value
Quota	$[X]
Closed to Date	$[X] ([X]% of quota)
Open Pipeline	$[X]
Weighted Forecast	$[X]
Gap to Quota	$[X]
Coverage Ratio	[X]x

Forecast Scenarios

Scenario	Amount	% of Quota	Assumptions
Best Case	$[X]	[X]%	All deals close as expected
Likely Case	$[X]	[X]%	Stage-weighted probabilities
Worst Case	$[X]	[X]%	Only commit deals close

Pipeline by Stage

Stage	# Deals	Total Value	Probability	Weighted Value
Negotiation	[X]	$[X]	80%	$[X]
Proposal	[X]	$[X]	60%	$[X]
Evaluation	[X]	$[X]	40%	$[X]
Discovery	[X]	$[X]	20%	$[X]
Total	[X]	$[X]	—	$[X]

Commit vs. Upside

Commit (High Confidence)

Deals you'd stake your forecast on:

Deal	Amount	Stage	Close Date	Why Commit
[Deal]	$[X]	[Stage]	[Date]	[Reason]

Total Commit: $[X]

Upside (Lower Confidence)

Deals that could close but have risk:

Deal	Amount	Stage	Close Date	Risk Factor
[Deal]	$[X]	[Stage]	[Date]	[Risk]

Total Upside: $[X]

Risk Flags

Deal	Amount	Risk	Recommendation
[Deal]	$[X]	Close date passed	Update close date or move to lost
[Deal]	$[X]	No activity in 14+ days	Re-engage or downgrade stage
[Deal]	$[X]	Close date this week, still in discovery	Unlikely to close — push out

Gap Analysis

To hit quota, you need: $[X] more

Options to close the gap: Accelerate [Deal] — Currently [stage], worth $[X]. If you can close by [date], you're at [X]% of quota. Revive [Stalled Deal] — Last active [date]. Worth $[X]. Reach out to [contact]. New pipeline needed — You need $[X] in new opportunities at [X]x coverage to be safe.

Recommendations

[ ] [Specific action for highest-impact deal] [ ] [Action for at-risk deal] [ ] [Pipeline generation recommendation if gap exists]

Stage Probabilities (Default)

If you don't provide custom probabilities, I'll use:

Stage	Default Probability
Closed Won	100%
Negotiation / Contract	80%
Proposal / Quote	60%
Evaluation / Demo	40%
Discovery / Qualification	20%
Prospecting / Lead	10%

Tell me if your stages or probabilities are different.

If C

RM Connected

I'll pull your pipeline automatically Use your actual historical win rates Factor in activity recency for risk scoring Track forecast changes over time Compare to previous forecasts

Tips

Be honest about commit — Only commit deals you'd bet on. Upside is for everything else. Update close dates — Stale close dates kill forecast accuracy. Push out deals that won't close in time. Coverage matters — 3x pipeline coverage is healthy. Below 2x is risky. Activity = signal — Deals with no recent activity are at higher risk than stage suggests./forecast