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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.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add OneWave-AI/claude-skills --skill sales-forecast-builder -a claude-code
Open on GitHub

What 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-code

2Manually: put the files in place

~/.claude/skills/sales-forecast-builder/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/sales-forecast-builder/

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

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