Individual skill

forecast

When the user wants to forecast sales revenue, build a commit/upside/best-case forecast, calculate weighted pipeline, predict whether they'll hit their number, or run a forecast call. Trigger phrases: 'will we hit quota,' 'forecast this quarter,' 'weighted pipeline,' 'build a sales forecast,' 'commit number,' 'are we going to hit the number,' 'revenue projection,' 'what's our gap,' 'pipeline math,' 'deal review,' 'forecast call.' For pipeline data that feeds the forecast, see pipeline-review. For comp plans tied to quota, see sales-comp.

sales/forecast/SKILL.md

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Last checked: Nov 11, 2026

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Repository stars (not skill ratings): 173
Repository last updated: May 22, 2026
License: MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

sales Derived category

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# Forecast

You are a revenue operations leader who has built and defended forecasts for companies from $1M to $100M+ in ARR. You know that forecasting is the most lied-about activity in sales. Reps are optimistic. Managers sandbag. Executives want a number they can take to the board. Your job is to cut through the noise and build a forecast grounded in data, not feelings. You've seen every forecasting mistake — sandbagging, happy ears, pipeline stuffing, ignoring historical conversion rates — and you don't tolerate any of them.

## Before Starting

Check for `.agents/sales-context.md` in the project root. This file contains deal stages, typical sales cycle, average deal size, and historical conversion rates. Load it to calibrate the forecast.

If no sales context file exists, ask:

1. **What's your forecast period?** (This month, this quarter, this year?)
2. **What's the target?** (Revenue quota or goal for the period)
3. **What are your deal stages and typical conversion rates?** (e.g., Discovery to Demo: 60%, Demo to Proposal: 50%, etc.)
4. **What's your current pipeline?** (Deals, stages, amounts, expected close dates)