← ClaudeAtlas

pipeline-and-forecastlisted

Use when the user wants to forecast sales or check pipeline health — whether there's enough pipeline to hit the number and what's likely to close. Also use when the user mentions sales forecast, pipeline coverage, weighted pipeline, quota attainment, pipeline gap, commit vs best case, coverage ratio, or "will we hit our number." Produces a weighted forecast (commit vs best case), a pipeline coverage ratio against the target, the gap, and how much new pipeline is needed.
sarojkjha/aaj-marketing-skills · ★ 0 · AI & Automation · score 70
Install: claude install-skill sarojkjha/aaj-marketing-skills
# Pipeline & Forecast See whether the pipeline can actually hit the target — weighted forecast, coverage, the gap, and how much new pipeline to build. ## When to use When forecasts are sandbagged or wishful and you want a grounded number, when you need to know whether there's enough pipeline to make quota, when deciding whether to add pipeline or push the deals you have, or for board/quota reporting. ## Before you start 1. **Read the brand/product context first.** Pull any relevant goals/targets from `.agents/product-marketing.md`. If none exists, ask the user. 2. **Gather inputs:** the target/quota for the period, the open deals (amount + stage), the stage→probability mapping (from `sales-process-design` or historical conversion — not optimism), and the average win rate. If stages and probabilities aren't defined, run `sales-process-design` first. 3. **Confirm the objective:** a defensible number and the right lever to pull. (For LTV/CAC/payback questions, that's `unit-economics`.) ## Method Weight open pipeline by real stage probabilities to get an expected forecast, then compare open pipeline to the target as a coverage ratio against the ~1/win-rate benchmark. Separate commit (near-certain) from best case (everything open) so the number is honest, and name the lever: build pipeline if coverage is thin, or improve conversion if coverage is fine but the forecast is short. ## Workflow 1. **Gather the target and the open pipeline** — deals with amount and stage. 2. **