/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

/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

# 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 | 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 |
|------|--------|-------|------------|-------------|

…