---
id: daily-forecast
name: "forecast"
url: https://skills.yangsir.net/skill/daily-forecast
author: anthropics
domain: sales
tags: ["sales", "crm", "sales-strategy", "forecasting", "data-analysis"]
install_count: 1200
rating: 4.30 (20 reviews)
github: https://github.com/anthropics/knowledge-work-plugins
---

# forecast

> 生成加权销售预测，包含风险分析和成交承诺建议，帮助销售团队准确预测业绩

**Stats**: 1,200 installs · 4.3/5 (20 reviews)

## Before / After 对比

### 销售预测

**Before**:

销售经理手动汇总所有机会、判断成交概率、计算加权预测，在Excel中进行风险分析，一份预测报告需要4-6小时，主观性强

**After**:

自动从CRM导入机会数据，基于历史成交率计算加权预测，识别高风险机会并给出承诺建议，30分钟生成准确的预测报告

| Metric | Before | After | Change |
|---|---|---|---|
| 预测时间 | 5小时 | 0.5小时 | -90% |
| 预测准确性 | 70% | 92% | +31% |

## Readme

# forecast

# /forecast

If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](https://github.com/anthropics/knowledge-work-plugins/blob/HEAD/sales/skills/forecast/../../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

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

```

## 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?

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

---

## Recommendations

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

```

## 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.

## 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

## 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.

Weekly Installs310Repository[anthropics/know…-plugins](https://github.com/anthropics/knowledge-work-plugins)GitHub Stars10.6KFirst SeenMar 13, 2026Security Audits[Gen Agent Trust HubPass](/anthropics/knowledge-work-plugins/forecast/security/agent-trust-hub)[SocketPass](/anthropics/knowledge-work-plugins/forecast/security/socket)[SnykPass](/anthropics/knowledge-work-plugins/forecast/security/snyk)Installed oncodex296gemini-cli294opencode294cursor293github-copilot292amp292

---
*Source: https://skills.yangsir.net/skill/daily-forecast*
*Markdown mirror: https://skills.yangsir.net/api/skill/daily-forecast/markdown*