#242 by installsFinance
forecast
Generate forecasts, commit vs. upside narratives, and 1:1 prep from your pipeline
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26.1K
Mar 13, 2026
Install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill forecastWhat it does
Turns your CRM pipeline export into a polished forecast narrative—what's closing, what's at risk, what changed since last time. Built for quota calls, quarterly forecasts, and manager 1:1s. Grounds all field names and picklist values in your live schema, never assumes, and shows you every change before it commits anything.
- Read pipeline exports or live CRM snapshots; surface what's closing, at risk, and changed
- Generate commit vs. best-case narratives with evidence and deal links
- Ask once for missing inputs; anchor dates to your upload if today falls outside it
- Show content-originated actions (emails, posts, updates) with exact recipients and source before they run
