Agent skill · business finance · anthropics
forecast
Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.
Why this skill is useful
Adds specific methodologies for generating weighted sales forecasts and gap analysis that the AI wouldn't reliably generate on its own.
What it needs
Requires hubspot, salesforce account access. About 4k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
/forecast If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md. Generate a weighted sales forecast with risk analysis and commit recommendations. Usage Generate a forecast for: $ARGUMENTS If a file is referenced: @$1 --- How It Works --- What I Need From You Step 1: Your Pipeline Data Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). 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 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 --- 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 CRM 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 1. Be honest about commit — Only commit deals you'd bet on. Upside is for everything else. 2. Update close dates — Stale close dates kill forecast accuracy. Push out deals that won't close in time. 3. Coverage matters — 3x pipeline coverage is healthy. Below 2x is risky. 4. Activity = signal — Deals with no recent activity are at higher risk than stage suggests.
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/forecast