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Build weighted sales forecasts with scenario planning, commit splits, and gap analysis.
The materials indicate this is an open-source, prompt-only forecasting skill with no required secrets and no declared remote endpoints or local execution capabilities. Overall risk is low; the main consideration is that user-supplied sales/CRM data may contain sensitive business information.
The materials explicitly state that no keys or environment variables are required, and there is no request for API tokens, account credentials, or other sensitive authentication data, so credential exposure risk is low.
Neither the system checks nor the materials declare any remote endpoints; this skill is prompt-only, and while the description mentions enhanced use when tools are connected, the audited artifact itself does not show data being sent to external hosts.
As a prompt-only skill, the materials do not indicate any local process spawning, script execution, or system command access; its function is primarily to generate sales forecast analysis from user-provided content.
The skill is designed to process uploaded or pasted pipeline/CRM data such as opportunity names, amounts, stages, close dates, and account information, which may be commercially sensitive; however, the materials do not show access beyond data the user voluntarily provides.
The source is an open-source GitHub repository, providing auditability, and the system labels it as open-source; although the license is undeclared, stars are 0, and maintenance status is unknown, creating some supply-chain uncertainty, there are no signs of closed-source exfiltration, suspicious install steps, or obvious misleading content.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "forecast" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/forecast/SKILL.md 2. Save it as ~/.claude/skills/forecast/SKILL.md 3. Reload skills and tell me it's ready
Using the following opportunity data, generate a quarterly sales forecast: output totals for best, likely, and worst scenarios, split commit vs. upside, and show the gap to the quarterly target. Include key assumptions and a list of risky deals.
A structured quarterly forecast with three scenarios, commit/upside breakdown, target gap, and risk notes.
I will provide a pipeline CSV. Calculate weighted expected bookings using stage probabilities and assess whether current pipeline coverage is enough to support this quarter’s quota. If not, list the biggest gaps by amount.
A probability-weighted forecast with coverage assessment, gap amounts, and prioritized fill recommendations.
Based on the following opportunity list, decide which deals should be classified as commit and which as upside. Explain the reasoning for each deal, including stage, amount, win probability, timing risk, and key blockers.
A deal-by-deal classification list showing commit/upside status and the reasoning behind each decision.
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.
/forecast [period]
Generate a forecast for: $ARGUMENTS
If a file is referenced: @$1
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). I need at minimum:
Helpful if you have:
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)."
# 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 |
|------|--------|-------|------------|-------------|
…
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