Agent skill

Sales Forecasting Model

by mohitagw15856 in mohitagw15856/pm-claude-skills

Build a structured sales forecast framework for any business or team.

MITAuto-check passedData & Analytics

Install Sales Forecasting Model

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill sales-forecasting-model -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills sales-forecasting-model --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sales-forecasting-model .claude/skills/sales-forecasting-model && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sales-forecasting-model
GitHub stars
1.4k
Token cost
~1.3k tokens
SKILL.md length
649 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Build a structured sales forecast framework for any business or team.

  • Works in 6 steps: Forecast Methodology → Pipeline Stage Model → Current Pipeline Snapshot → …
  • Asked to build a sales forecast
  • SKILL.md covers Required Inputs, Output Structure, 1. Forecast Methodology and 2. Pipeline Stage Model, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sales Forecasting Model is an agent skill from mohitagw15856/pm-claude-skills. Build a structured sales forecast framework for any business or team. Use when asked to build a sales forecast, create a revenue model, project pipeline, or build a bottom-up forecast. Produces a forecast methodology, pipeline model, scenario analysis, and assumption log.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Data & Analytics, covering Forecasting and time series, CRM management and Financial modeling. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to build a sales forecast
  • Create a revenue model
  • Project pipeline
  • Build a bottom-up forecast

Example prompts

  • “/sales-forecasting-model”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Forecast Methodology
  2. Pipeline Stage Model
  3. Current Pipeline Snapshot
  4. Scenario Analysis
  5. Key Assumptions Log
  6. Activity-Based Sanity Check

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sales Forecasting Model loads about 1.3k tokens when it runs. Until then it costs about 74 tokens; SKILL.md has 649 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~74
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 649 words, ~1,330 tokens.

Download SKILL.mdSave it as .claude/skills/sales-forecasting-model/SKILL.md (or your agent's skills folder).
name
sales-forecasting-model
description
Build a structured sales forecast framework for any business or team. Use when asked to build a sales forecast, create a revenue model, project pipeline, or build a bottom-up forecast. Produces a forecast methodology, pipeline model, scenario analysis, and assumption log.

Sales Forecasting Model Skill

Produces a structured sales forecast framework — from pipeline conversion modelling to scenario analysis. Built for revenue and sales leaders who need a defensible forecast, not a spreadsheet guess.

Required Inputs

Ask the user for these if not provided:

  • Business type (SaaS / Transactional / Services / Marketplace)
  • Forecast period (monthly / quarterly / annual)
  • Sales motion (inbound / outbound / channel / PLG / mixed)
  • Current pipeline data (number of deals, stages, values — rough is fine)
  • Historical conversion rates (if available — otherwise model will flag as assumption)
  • Average deal size and sales cycle length

Output Structure


Sales Forecast: [Team / Business] — [Period]

Forecast type: [Bottom-up pipeline / Top-down quota / Capacity-based / Hybrid] Period: [Month / Quarter / Year] Created: [Date] Forecast owner: [Name]


1. Forecast Methodology

Chosen approach: [Bottom-up / Top-down / Hybrid] — and why for this context.

Bottom-up (recommended when pipeline data exists):

Start from real deals in the pipeline. Apply stage-by-stage conversion rates. Sum to a revenue number.

Top-down (useful for planning, not for calling a number):

Start from market or quota. Work backwards to activity targets.


2. Pipeline Stage Model

Define the sales stages and the expected conversion rate between each:

StageDescription% of deals that advanceAvg time in stage
ProspectIdentified, not contacted——
QualifiedDiscovery done, confirmed fit[X%][N days]
ProposalProposal sent[X%][N days]
NegotiationCommercial terms being agreed[X%][N days]
Closed WonContract signed[X%]—

Overall pipeline conversion rate: [X%] (Qualified → Closed Won) Average sales cycle: [N days from Qualified to Close]


3. Current Pipeline Snapshot

StageNumber of dealsTotal valueExpected close (weighted)
Qualified[N]£[X]£[X × conversion %]
Proposal[N]£[X]£[X × conversion %]
Negotiation[N]£[X]£[X × conversion %]
Total£[X]£[weighted total]

Coverage ratio: [Weighted pipeline ÷ target = X×] Rule of thumb: 3× pipeline coverage is needed for confident forecast; 2× is tight; below 1.5× is at risk.


4. Scenario Analysis

ScenarioAssumptionRevenueProbability
UpsideAll Negotiation + top 50% of Proposal close£[X][%]
BaseWeighted pipeline conversion at historical rates£[X][%]
DownsideConversion rates drop 20% from historical£[X][%]

Committed forecast: £[X] — [The number the forecast owner is willing to call. Between base and downside.]


5. Key Assumptions Log

Every forecast is a set of assumptions. Name them explicitly so they can be updated:

AssumptionValueConfidenceSourceLast updated
Avg deal size£[X]High/Med/Low[Last N deals][Date]
Sales cycle[N days]
Close rate from Proposal[X%]
Seasonal factor[e.g. Q4 +20%]
Churn/contraction[X% of ARR at risk]

Show full SKILL.md (250 more words)Show less

6. Activity-Based Sanity Check

Work backwards from the forecast to check if the required activity is achievable:

To hit £[target]:

  • Deals needed to close: [N] (target ÷ avg deal size)
  • Qualified pipeline needed (at current conversion): [N deals or £value]
  • Discovery calls needed per week to build that pipeline: [N]
  • Outreach needed per week (at [X%] meeting rate): [N]

Does the team have capacity to generate this? [Yes / No — flag if not]


Quality Checks

  • Forecast methodology is stated (not just a number)
  • Stage conversion rates are based on historical data or flagged as assumptions
  • Coverage ratio is calculated
  • Three scenarios are modelled (not just one number)
  • Assumption log is explicit and dated
  • Activity sanity check confirms the forecast is achievable with current capacity

Example Trigger Phrases

  • "Build a sales forecast for [period]"
  • "Create a pipeline model for [team/business]"
  • "Help me build a bottom-up revenue forecast"
  • "What is our forecast for Q[N] based on current pipeline?"

Anti-Patterns

  • Do not present a single forecast number without scenario analysis — a forecast without upside and downside cases hides risk
  • Do not use 100% confidence on conversion rates that are not backed by historical data — flag them as assumptions
  • Do not skip the activity sanity check — a forecast number that requires unreachable activity levels is not credible
  • Do not use top-down quota as the only forecast method when pipeline data exists — bottom-up is more accurate and defensible
  • Do not omit the coverage ratio — without it, stakeholders cannot assess whether the pipeline is sufficient to hit target

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/sales-forecasting-model of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Sales Forecasting Model next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Sales Forecasting Model compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sales Forecasting Model this skillmohitagw15856/pm-claude-skills1.4k—~1.3kAutomated safety check: PassMIT
SaaS Revenue Operations Analyzeralirezarezvani/claude-skills28k1 repos~2.4kAutomated safety check: PassMIT
Forecastingericrisco/rsc-harness180—~2.8kAutomated safety check: PassMIT
ForecastTheCraigHewitt/skills159—~5.2kAutomated safety check: PassMIT
Actuarial Risk Modelingmagnus919/agent-skills115—~3.2kAutomated safety check: PassMIT
Account ExecutiveaAAaqwq/AGI-Super-Team1051 repos~3.4kAutomated safety check: PassMIT

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Questions about Sales Forecasting Model

What does Sales Forecasting Model do?

Build a structured sales forecast framework for any business or team. Sales Forecasting Model is an agent skill from mohitagw15856/pm-claude-skills. Build a structured sales forecast framework for any business or team.

When should I use Sales Forecasting Model?

Sales Forecasting Model fits situations like: asked to build a sales forecast; create a revenue model; project pipeline; build a bottom-up forecast.

How do I install Sales Forecasting Model in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill sales-forecasting-model -a claude-code`. Or copy the skill folder (skills/sales-forecasting-model in mohitagw15856/pm-claude-skills) into .claude/skills/sales-forecasting-model in your project. Claude Code loads it when a task matches its description.

How do I install Sales Forecasting Model in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill sales-forecasting-model -a codex`. Or copy the skill folder (skills/sales-forecasting-model in mohitagw15856/pm-claude-skills) into .agents/skills/sales-forecasting-model in your project. Codex loads it when a task matches its description.

Can I use Sales Forecasting Model in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill sales-forecasting-model -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sales-forecasting-model, .gemini/skills/sales-forecasting-model, .github/skills/sales-forecasting-model and .opencode/skills/sales-forecasting-model in your project.

What does Sales Forecasting Model need to run?

SKILL.md names no scripts, command-line tools or credentials: Sales Forecasting Model is instructions for the agent only.

Does Sales Forecasting Model access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sales Forecasting Model safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sales Forecasting Model use?

Sales Forecasting Model is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sales Forecasting Model use?

About 1.3k tokens (SKILL.md is roughly 5.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Sales Forecasting Model?

Skills that share tags, products or a category with Sales Forecasting Model: SaaS Revenue Operations Analyzer (alirezarezvani/claude-skills, 28k stars), Forecasting (ericrisco/rsc-harness, 180 stars), Forecast (TheCraigHewitt/skills, 159 stars) and Actuarial Risk Modeling (magnus919/agent-skills, 115 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sales Forecasting Model?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.