/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

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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                     │
└─────────────────────────────────────────────────────────────────┘

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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?

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Output

# 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 |
|------|--------|-------|------------|-------------|
| [Deal] | $[X] | [Stage] | [Date] | [Risk] |

Total Upside: $[X]



Risk Flags

| Deal | Amount | Risk | Recommendation |
|------|--------|------|----------------|
| [Deal] | $[X] | Close date passed | Update close date or move to lost |
| [Deal] | $[X] | No activity in 14+ days | Re-engage or downgrade stage |
| [Deal] | $[X] | Close date this week, still in discovery | Unlikely to close — push out |



Gap Analysis

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

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



Recommendations

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

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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.

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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

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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.