Forecast
Turn a CRM pipeline export into a weighted quarterly forecast with commit vs. upside and gap-to-quota before a forecast call.
Overview
Forecast is an agent skill for the Grow phase that generates weighted sales forecasts with commit vs. upside and gap-to-quota analysis from pipeline data.
Install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill forecastWhat is this skill?
- Accepts CRM CSV upload or pasted pipeline deals with quota and period arguments
- Weighted forecast using stage probabilities plus best, likely, and worst scenarios
- Commit vs. upside breakdown with risk-adjusted projections
- Gap-to-quota analysis with actionable recommendations
- Standalone flow documented in FORECAST workflow block (CSV-first)
Adoption & trust: 1.5k installs on skills.sh; 19.6k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have a pipeline CSV and a quota due soon but no clear weighted forecast or commit story for the call.
Who is it for?
Solo founders exporting deals from a CRM and needing structured forecast output before a quota conversation.
Skip if: Teams that only need generic financial modeling with no sales-stage weighting or pipeline CSV context.
When should I use this skill?
Preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding commit vs. upside, or checking pipeline coverage against your number.
What do I get? / Deliverables
You get best, likely, and worst scenarios, commit vs. upside splits, and gap recommendations you can take into a quarterly forecast review.
- Weighted forecast with best, likely, and worst scenarios
- Commit vs. upside breakdown and gap analysis with recommendations
Recommended Skills
Journey fit
Revenue forecasting and pipeline coverage sit in Grow where solo founders track whether distribution and sales motion will hit the number. Analytics subphase covers quota math, scenario weighting, and coverage metrics—not one-off deal edits in Validate.
How it compares
Use instead of rebuilding weighted pipeline math in a blank spreadsheet each quarter.
Common Questions / FAQ
Who is forecast for?
Indie builders and small teams who own revenue targets and prepare forecast calls from CRM or CSV pipeline data.
When should I use forecast?
Use it when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, splitting commit vs. upside deals, or checking coverage against your number.
Is forecast safe to install?
Review the Security Audits panel on this Prism page before pasting customer or deal data; do not assume connector tools are enabled without checking CONNECTORS.md.
SKILL.md
READMESKILL.md - Forecast
# /forecast > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md). Generate a weighted sales forecast with risk analysis and commit recommendations. ## Usage ``` /forecast [period] ``` Generate a forecast for: $ARGUMENTS If a file is referenced: @$1 --- ## How It Works ``` ┌─────────────────────────────────────────────────────────────────┐ │ FORECAST │ ├─────────────────────────────────────────────────────────────────┤ │ STANDALONE (always works) │ │ ✓ Upload CSV export from your CRM │ │ ✓ 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 │ ├─────────────────────────────────────────────────────────────────┤ │ SUPERCHARGED (when you connect your tools) │ │ + CRM: 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 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** ``` Acme Corp - $50K - Negotiation - closes Jan 31 TechStart - $25K - Demo scheduled - closes Feb 15 BigCo - $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 ```markdown # Sales Forecast: [Period] **Generated:** [Date] **Data Source:** [CSV upload / Manual input / CRM] --- ## 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 |