Sales Forecast
Build and refine revenue forecasts with platform-specific guidance when pipeline data lives in Sybill, Modjo, People.ai, or similar sales tools.
Overview
Sales Forecast is an agent skill most often used in Grow (also Validate, Operate) that helps solo builders produce revenue forecasts using platform-specific CRM and conversation-intelligence guidance.
Install
npx skills add https://github.com/sales-skills/sales --skill sales-forecastWhat is this skill?
- Platform-specific forecasting guide covering Sybill, Modjo, Momentum, Oliv, Weflow, Scratchpad, People.ai, Dialpad, Velo
- Accumulated learnings file the agent reads at start and appends after each run for forecast gotchas and corrections
- Natural-language pipeline questions (budget concerns, stalled Stage 3 deals) when paired with Sybill-style workspaces
- Community feedback path via /sales-request-skill once enough learnings accumulate
- Deal health, risk indicators, and activity timelines as inputs to forecast assumptions
- Platform guide sections for 10+ named sales and forecasting tools
- Learnings file read at start of each invocation and appended over time
Adoption & trust: 1 installs on skills.sh; 45 GitHub stars; 2/3 security scanners passed (skills.sh audits); trending (+100% hot-view momentum).
What problem does it solve?
You have scattered deal data across sales tools but no consistent method to turn pipeline signals into a forecast you can defend.
Who is it for?
Indie SaaS or services founders who sell directly and use modern sales stack tools listed in the platform guide.
Skip if: Teams that want unattended live CRM sync or automated quota attainment without supplying context or reviewing assumptions.
When should I use this skill?
User asks to build, update, or explain a revenue forecast or pipeline-weighted outlook using sales-stack tools.
What do I get? / Deliverables
You leave with forecast assumptions tied to named platforms, documented learnings for the next run, and clearer pipeline risk narratives for planning.
- Revenue forecast narrative with assumptions
- Updated learnings entries when new gotchas are discovered
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Canonical shelf is Grow because forecasting is how solo builders and small teams turn pipeline and activity signals into revenue expectations after they are selling. Analytics subphase fits recurring forecast updates, pipeline health queries, and quarter-over-quarter revenue modeling rather than one-off landing tests.
Where it fits
Stress-test price tiers against a conservative forecast before committing to annual plans.
Refresh quarter forecast using deal-health signals from your conversation-intelligence workspace.
Compare actual closed revenue to forecast and append learnings for next planning cycle.
How it compares
Use instead of generic spreadsheet templates when your pipeline truth lives in specialized revenue intelligence tools.
Common Questions / FAQ
Who is sales-forecast for?
Solo builders and small teams doing founder-led sales who need structured revenue forecasting aligned to tools like Sybill, Modjo, or People.ai.
When should I use sales-forecast?
Use it during Validate when sizing pricing and capacity, in Grow when updating quarterly forecasts, and in Operate when reconciling pipeline drift before board or budget decisions.
Is sales-forecast safe to install?
It is procedural documentation and learnings storage; review the Security Audits panel on this page and avoid pasting secrets or full customer PII into chats.
SKILL.md
READMESKILL.md - Sales Forecast
# Build a Revenue Forecast Learnings Accumulated tips, gotchas, and corrections discovered during use. Claude reads this at the start of each invocation and appends new learnings as they're discovered. Once significant learnings have accumulated, use `/sales-request-skill` to share them back to the community. Shared and declined entries are marked so they won't be re-prompted. <!-- Add entries below in format: **YYYY-MM-DD**: Learning description --> # Platform-Specific Forecasting Guide Forecasting capabilities and integration details for each platform that feeds into or supports revenue forecasting. Use this reference when the user's forecasting question involves a specific tool. ## Table of contents - [Sybill](#in-sybill) - [Modjo](#in-modjo) - [Momentum](#in-momentum) - [Oliv](#in-oliv) - [Weflow](#in-weflow) - [Scratchpad](#in-scratchpad) - [People.ai (Backstory)](#in-people-ai-backstory) - [Dialpad](#in-dialpad) - [Veloxy](#in-veloxy) - [MaxIQ (ForecastIQ + EchoIQ)](#in-maxiq-forecastiq--echoiq) ### In Sybill - **Deal Workspace** (Business+, $90/user/mo): Pipeline views with deal health signals, risk indicators, and activity timeline. Shows which deals are progressing, which are stalled, and which have risk signals from recent calls. - **Ask Sybill for pipeline queries**: Natural language queries about pipeline health — "Which deals mentioned budget concerns this quarter?" or "Which Stage 3 deals haven't had a call in 2 weeks?" Cross-references calls, emails, CRM, and Slack data (Business+). - **CRM Autofill for forecast accuracy** (Business+): Auto-populates CRM fields from calls using MEDDPICC/BANT/SPICED frameworks. Forecast accuracy improves because CRM data reflects what was actually discussed, not stale rep estimates. - **Compound Intelligence**: Sybill's context graph connects conversations, deals, and outcomes over time. The more calls it processes, the better it identifies patterns that predict deal outcomes — useful for forecast risk signals. - **Limitations**: No dedicated forecasting module like Clari or Gong Forecast. Sybill improves forecast inputs (cleaner CRM data, deal health signals) rather than generating forecast numbers. API/MCP (Enterprise only) required for exporting deal intelligence to external forecasting tools. No weighted pipeline automation — forecast logic must live in CRM or external BI. - **Best for**: Teams wanting to improve forecast accuracy by having better CRM data quality and deal visibility. Sybill makes the data feeding your forecast more reliable — it's a forecast-enabler, not a standalone forecasting tool. Pair with CRM native forecasting or Clari for the full stack. ### In Modjo - **Modjo Deals**: Pipeline visibility with deal health signals derived from conversation data. Shows which deals are progressing, stalled, or at risk based on actual call content rather than rep self-reports. Surfaces churn risk, expansion opportunities, and competitor mentions across all conversations. - **AI Insights for forecast accuracy**: Aggregated business signals across all calls — budget concerns, timeline shifts, competitor mentions. Managers can ask Modjo AI "Which deals mentioned budget concerns this quarter?" to identify forecast risks. - **CRM auto-fill for forecast data quality**: Auto-populates CRM fields from conversations (claims 90% of fields). Forecast accuracy improves because CRM data reflects what was actually discussed, not stale rep estimates. Supports Salesforce, HubSpot, Pipedrive, Zoho, Sellsy, Dynamics. - **Ask Modjo AI for pipeline queries**: Natural language queries — "Which Stage 3 deals haven't had a call in 2 weeks?" or "Show me deals where the champion changed." Cross-references calls, CRM data, and deal information. - **Limitations**: No dedicated forecasting module like Clari or Gong Forecast. Modjo improves forecast inputs (cleaner CRM data, deal health signals from conversations) rather than generating forecast roll-ups, weighted pipeline, or AI-predicte