forecast

📁 luisschmitzheadline/vc-skills.md 📅 8 days ago
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总安装量
2
周安装量
#73568
全站排名
安装命令
npx skills add https://github.com/luisschmitzheadline/vc-skills.md --skill forecast

Agent 安装分布

trae 2
iflow-cli 2
replit 2
antigravity 2
claude-code 2
codex 2

Skill 文档

If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Forecast

Build a weighted sales forecast with stage-based probabilities, commit vs. upside, and gap-to-quota analysis. This skill works with pipeline data you provide; when CRM is connected, it can pull pipeline automatically and use historical win rates.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                        FORECAST                                  │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ Upload CSV or paste/describe pipeline deals                  │
│  ✓ Set quota and timeline                                       │
│  ✓ Apply stage probabilities (default or custom)                │
│  ✓ Weighted forecast: 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                            │
│  + Track forecast over time                                     │
└─────────────────────────────────────────────────────────────────┘

Stage Probabilities (Default)

Stage Default Probability
Closed Won 100%
Negotiation / Contract 80%
Proposal / Quote 60%
Evaluation / Demo 40%
Discovery / Qualification 20%
Prospecting / Lead 10%

User can override. Map their stage names to these bands when needed.


Output Structure

  • Summary: Quota, closed to date, open pipeline, weighted forecast, gap, coverage ratio.
  • Forecast scenarios: Best / likely / worst case with assumptions.
  • Pipeline by stage: Deal count, total value, probability, weighted value.
  • Commit vs. upside: High-confidence commit deals; upside deals with risk factors.
  • Risk flags: Stale close dates, no activity, unrealistic close.
  • Gap analysis: Amount needed to hit quota; options (accelerate, revive, new pipeline).

Data Sources (per REFERENCE.md)

  • CRM (if connected): Pipeline, historical win rates, activity. Enables automatic refresh and tracking.
  • If CRM is not connected, use only CSV or user-provided pipeline and quota.