SF
Sales Forecasting Model
🔵 Stable🕐 updated 2026-06-08
🔷 SkillSpec L3
pm-sales
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.
🗣 Say this to your agent
“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?”
What to give it
▸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
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓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
⚠️ What it refuses to do
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
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpStart with
Related skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="sales-forecasting-model"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Sales Forecasting Model is one of 1174 open-source professional AI agent skills — all SkillSpec L3.
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