When your board asks for the number, /forecast turns your pipeline into a weighted forecast — so you can defend it with data, not guesses.

Runs on

Claude

YouToday

End of quarter. CEO asks for the forecast. You export pipeline to a spreadsheet, manually assign probabilities, ask reps to update their close dates (they don't), and present a number you don't trust. 78% of sales orgs missed quota in 2024.

“Does any org forecast deals accurately? Or is everyone just guessing?”

— r/sales (30+ comments) Source →

With /forecast

Upload a CSV or connect your CRM. Set your quota. Get weighted forecast with three scenarios, commit vs upside, risk flags, and specific gap-closing recommendations.

1 Upload your pipeline2 Set your target — quota amount and period end date3 Get your forecast4 Act on recommendations

Who this is for

VP Sales

You own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.

See skills for this role

Account Executive

10 calls a day — every one captured, every follow-up sent, every prospect researched. These skills handle the admin so you close deals.

See skills for this role

Sales Manager

Pipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.

See skills for this role

RevOps

CRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.

See skills for this role

Input options

Upload CSV

Export from Salesforce/HubSpot. Needs: deal name, amount, stage, close date. Helpful: owner, last activity date, account name.

Example

Your pipeline (CSV uploaded)

47 open deals, $2.1M pipeline
Quota: $1,800,000
Closed to date: $620,000

5 minutes later

Summary

Quota:       $1,800,000
Closed:      $620,000 (34%)
Weighted:    $1,540,000 (86%)
Gap:         $260,000
Coverage:    2.4x

Commit ($1,280,000)

Meridian Health   $180K  Negotiation — contract in legal review
DataStack         $95K   Negotiation — verbal yes, PO processing
CloudFirst        $140K  Proposal — champion confirmed budget
+ 4 deals

Upside ($260,000)

NovaTech    $120K  Evaluation — strong demo, no CFO access yet
Bridgeport  $85K   Discovery — early but fast-moving

Risks

⚠ Apex      $160K  "Negotiation" but zero activity since Mar 12
⚠ Orion     $75K   Close date was Mar 15, still in Discovery
⚠ Pinnacle  $90K   Single-threaded, champion changed roles

Gap Analysis

To hit quota: $260K more needed
→ Accelerate CloudFirst exec meeting
→ Revive Apex with new thread to CTO
→ Need $180K new pipeline at 2x coverage

Metrics this improves

Forecast Accuracy

Weighted model from activity signals replaces spreadsheet guessing. Best/likely/worst scenarios with commit vs upside.

Sales

Pipeline Coverage

Gap analysis shows exactly how much new pipeline you need to hit quota.

Sales

Deal Inspection Coverage

Commit vs upside clear without deal-by-deal interrogation.

Sales

Works with

HubSpot

manual

Imports pipeline for weighted forecast with HubSpot stage data.

Google Sheets

manual

Imports pipeline data from spreadsheets for forecasting.

Salesforce

manual

Pulls pipeline data, historical win rates, and activity signals for weighted forecasting.

Works anywhere

Standalone

No setup required

Upload a CSV or paste your deals. No integrations needed. Full forecast from whatever data you have.

Connected

CRM + tools integrated

CRM connected: pipeline pulls automatically, activity signals (last email, meeting) feed into risk flags. More accurate than stage-based weighting alone.

Part of

9 skills