/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

Forecast Scenarios

Pipeline by Stage

Commit vs. Upside

Commit (High Confidence)

Deals you'd stake your forecast on:

Total Commit: $[X]

Upside (Lower Confidence)

Deals that could close but have risk:

Total Upside: $[X]

Risk Flags

Gap Analysis

To hit quota, you need: $[X] more

Options to close the gap:

1. Accelerate [Deal] — Currently [stage], worth $[X]. If you can close by [date], you're at [X]% of quota.
2. Revive [Stalled Deal] — Last active [date]. Worth $[X]. Reach out to [contact].
3. New pipeline needed — You need $[X] in new opportunities at [X]x coverage to be safe.

Recommendations

1. [Specific action for highest-impact deal]
2. [Action for at-risk deal]
3. [Pipeline generation recommendation if gap exists]

Stage Probabilities (Default)

If you don't provide custom probabilities, I'll use:

Stage Default Probability

Closed Won 100%

Negotiation / Contract 80%

Proposal / Quote 60%

Evaluation / Demo 40%

Discovery / Qualification 20%

Prospecting / Lead 10%

Tell me if your stages or probabilities are different.

If CRM Connected

• I'll pull your pipeline automatically

• Use your actual historical win rates

• Factor in activity recency for risk scoring

• Track forecast changes over time

• Compare to previous forecasts

Tips

• Be honest about commit — Only commit deals you'd bet on. Upside is for everything else.

• Update close dates — Stale close dates kill forecast accuracy. Push out deals that won't close in time.

• Coverage matters — 3x pipeline coverage is healthy. Below 2x is risky.

• Activity = signal — Deals with no recent activity are at higher risk than stage suggests.