What does this skill do?

The Forecast skill generates a weighted sales forecast with risk analysis and commit recommendations. It works standalone from a pipeline CSV or manual input, and is supercharged when connected to a CRM.

It weights deals by stage probability, produces best, likely, and worst-case scenarios, breaks pipeline into commit versus upside, and analyzes the gap to quota with coverage.

It flags risks like passed close dates and stalled deals, and recommends prioritized options to close the gap.

  • Produces a weighted forecast with stage probabilities

  • Breaks pipeline into commit vs. upside

  • Analyzes gap-to-quota and pipeline coverage

  • Flags at-risk deals and recommends next steps

How it works

1

Load the pipeline

The agent takes a CRM CSV, pasted deals, or a territory description with deal amounts, stages, and close dates.

2

Set the targets

It captures the quota, timeline, and any already-closed revenue for the period.

3

Weight and scenario

It applies stage probabilities and produces best, likely, and worst-case forecasts with a commit-versus-upside split.

4

Analyze the gap

It quantifies the gap to quota and coverage ratio, flags risky deals, and recommends prioritized options to close the gap.

Best use cases for this skill

  • Forecast calls: Prepare a weighted forecast for a quarterly forecast call.

  • Gap-to-quota: Assess the gap from a pipeline CSV and coverage ratio.

  • Commit decisions: Decide which deals to commit versus call upside.

  • Risk review: Flag stalled deals and passed close dates.

Frequently asked questions

What does the Forecast skill do?

It generates a weighted sales forecast with best, likely, and worst-case scenarios, a commit-versus-upside breakdown, pipeline coverage, and gap-to-quota analysis.

When should an agent use it?

Use it when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit, or checking pipeline coverage against a number.

Does it need a CRM?

No. It works standalone from a CSV export or manual input, and is supercharged with real-time data and historical win rates when connected to a CRM.

How does it handle risk?

It weights deals by stage, flags deals with passed close dates or no recent activity, and notes when coverage is below a healthy ratio.

Use from source

Ask your Buda agent to install this community skill.

Copy this prompt into your own Buda agent. It includes the source repository and install command so the agent can complete the setup in natural language.

Prompt to send to your Buda agent
Please install the "Sales Forecast Skill" skill into this Buda agent.

Source repository: https://github.com/anthropics/knowledge-work-plugins
Install command: npx skills add anthropics/knowledge-work-plugins --skill forecast -y -a universal

Please run the install command, verify the skill is available, and tell me any setup notes or follow-up steps from the source repository.
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Install workflow

  1. 1Copy the prompt
  2. 2Send it to your Buda agent
  3. 3Done