Skills

Sales Forecasting

verified
Last updatedUpdated May 27, 2026

What this skill does

Produces revenue forecasts by analyzing CRM pipeline data, historical close rates, seasonal trends, and deal velocity. Provides best-case, worst-case, and most-likely scenarios. Highlights risks to forecast accuracy and recommends pipeline coverage targets.

Example

InputPROMPT

Forecast Q3 2026 revenue based on current pipeline and historical win rates. Include scenario analysis (best/worst/likely).

OutputOUTPUT
Sales Forecast — Q3 2026 SCENARIOS Best Case: $2.1M (pipeline * optimistic win rates) Most Likely: $1.5M (pipeline * historical win rates) Worst Case: $980K (pipeline * conservative win rates) PIPELINE COVERAGE Target: $1.8M Coverage: 3.2x (healthy: >3x) At Risk: $320K (5 deals with declining engagement) HISTORICAL WIN RATES Enterprise: 28% | Mid-Market: 35% | SMB: 42%

Required Tools

HubSpotHubSpot
SalesforceSalesforce

Compatible Agents

ClaudeClaude
CursorCursor
WindsurfWindsurf
ChatGPTChatGPT
Any MCP-compatible agentAny MCP-compatible agent
Integration

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Download Skill

Or install via CLI:

$ npx skills add webrix-ai/agent-skills --skill sales-forecasting

Enterprise

Deploy Org-wide

SSO readyProvision to teams via RBAC
SecurityIdentity-aware execution
ComplianceSigned & verified skills
AnalyticsFull audit trail
GovernanceAuto-bundled with required MCP servers
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Sales Forecasting | Willow Marketplace