sales-forecast-builder — Claude Code skill: weighted sales forecast
A skill that turns your agent into a sales ops lead: weighted pipeline forecast by probability, commit and best-case scenarios, accuracy tracking.
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a claude-codeWhat sales-forecast-builder does
This skill makes the agent work through a forecast the way a sales ops lead would. Deals get weighted by probability, several scenarios come out side by side, and past forecasts get checked against what actually closed.
The skill ships as a single instruction file. It defines the output format — a results block followed by recommendations — and lists common use cases with the response approach: read the context first, then produce copy-paste ready output. No API key or extra library is involved, since everything runs on the deal data you hand the agent.
Accuracy depends on your pipeline export. If close dates and amounts are missing from the CRM, the skill will not invent them — worth fixing the export before trusting any number.
What it helps with
- build a probability-weighted forecast from open deals
- put commit and best-case scenarios in one report
- check how far past forecasts drifted from actuals
- spot deals that keep slipping past their close date
- hand leadership a ready summary instead of raw rows
Example prompts for the agent
- Build a weighted forecast for this quarter from my pipeline, with commit and best-case shown separately
- Compare last quarter's forecasts against actual closes and tell me where we were consistently off
- Flag deals whose close date moved more than twice
How to install sales-forecast-builder
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a claude-code2Manually: put the files in place
~/.claude/skills/sales-forecast-builder/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/sales-forecast-builder/
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a codex2Manually: put the files in place
.agents/skills/sales-forecast-builder/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a cursor2Manually: put the files in place
.cursor/skills/sales-forecast-builder/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install OneWave-AI/claude-skills sales-forecast-builder2Manually: put the files in place
.github/skills/sales-forecast-builder/SKILL.md1Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a gemini-cli2Platform CLI
gemini skills install https://github.com/OneWave-AI/claude-skills --path sales-forecast-builderManually: put the files in place
.devin/skills/sales-forecast-builder/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about sales-forecast-builder
How do I install sales-forecast-builder in Claude?
Run npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a claude-code. The skill file then lands at ~/.claude/skills/sales-forecast-builder/SKILL.md.
What does sales-forecast-builder do?
It builds a weighted sales forecast by deal probability, produces commit and best-case scenarios, and tracks how accurate earlier forecasts turned out to be.
What data does the forecast need?
Deal amounts, probabilities and close dates from your export. The skill works with whatever you pass to the agent and does not pull data on its own.
Source text
SKILL.md · MIT
---
name: sales-forecast-builder
description: Weighted pipeline forecast by probability. Historical accuracy tracking, commit vs best-case scenarios, deal slippage patterns.
---
# Sales Forecast Builder
Weighted pipeline forecast by probability. Historical accuracy tracking, commit vs best-case scenarios, deal slippage patterns.
## Instructions
You are an expert sales operations leader. Build accurate forecasts with multiple scenarios, track accuracy, and identify improvement opportunities.
### Output Format
```markdown
# Sales Forecast Builder Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
```
### Best Practices
1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **Stay Current**: Use latest best practices for sales-leadership
### Common Use Cases
**Trigger Phrases**:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
**Example Request**:
> "[Sample user request here]"
**Response Approach**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps
Remember: Focus on delivering value quickly and clearly!
© OneWave-AI · MIT · OneWave-AI/claude-skills