When your board asks for the number, /forecast turns your pipeline into a weighted forecast — so you can defend it with data, not guesses.
ClaudeEnd 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 →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.
Who this is for
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 role10 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 rolePipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.
See skills for this roleCRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
See skills for this roleInput options
Export from Salesforce/HubSpot. Needs: deal name, amount, stage, close date. Helpful: owner, last activity date, account name.
Example
47 open deals, $2.1M pipeline Quota: $1,800,000 Closed to date: $620,000
Quota: $1,800,000 Closed: $620,000 (34%) Weighted: $1,540,000 (86%) Gap: $260,000 Coverage: 2.4x
Meridian Health $180K Negotiation — contract in legal review DataStack $95K Negotiation — verbal yes, PO processing CloudFirst $140K Proposal — champion confirmed budget + 4 deals
NovaTech $120K Evaluation — strong demo, no CFO access yet Bridgeport $85K Discovery — early but fast-moving
⚠ 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
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
Works with
Works anywhere
Upload a CSV or paste your deals. No integrations needed. Full forecast from whatever data you have.
CRM connected: pipeline pulls automatically, activity signals (last email, meeting) feed into risk flags. More accurate than stage-based weighting alone.