Sales Forecast Generator
Weighted sales forecast with best-case, likely, and worst-case scenario modeling
Your forecast says $3.2M commit but the board heard $3.2M six weeks ago and you've already slipped twice. Forecasts built on rep intuition miss more often than they hit. Weighted forecasting with scenario modeling, stage-based probabilities, and historical accuracy data gives leadership a number they can actually plan around.
Who it's for: sales VPs building quarterly forecasts for the board, revenue operations analysts creating data-driven forecast models, CROs who need forecast accuracy for resource planning, sales managers running weekly forecast calls with their teams, FP&A teams incorporating sales forecasts into financial planning
Example
"Generate our Q2 sales forecast from pipeline data" → Forecast package: weighted forecast by stage with historical conversion rates applied, three scenarios (conservative/likely/stretch) with assumptions documented, deal-level risk flags for the top 10 opportunities, forecast accuracy comparison vs. last 4 quarters, and a narrative summary for the board
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add sales-forecast-generator# Sales Forecast Generator
Generate a weighted sales forecast with risk analysis and commit recommendations.
## What You Need to Provide
### Step 1: Your Pipeline Data
**Option A: Upload a CSV**
Export your pipeline from your CRM. At minimum, include:
- Deal/Opportunity name
- AmountGet new playbooks like this one
One email a week with new Claude Code workflows. Free, like everything here.
No spam. Unsubscribe anytime.
What This Does
Generates weighted sales forecasts from your pipeline data. Produces three scenarios (best/likely/worst case), pipeline analysis by stage, commit vs. upside classification, risk flags for at-risk deals, gap analysis with specific recommendations, and coverage ratio assessment.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Set Up Your Project
Create a project folder and place the template inside:
sales-forecast/
├── CLAUDE.md
├── pipeline/ # CRM exports (CSV)
└── forecasts/ # Generated forecasts
Step 3: Start Working
claude
Say: "Generate my Q1 forecast — my quota is $500K and I've closed $150K so far"
Input Options
- Upload a CSV — Export from your CRM with deal name, amount, stage, close date
- Paste your deals — "Acme Corp - $50K - Negotiation - closes Jan 31"
- Describe your territory — "8 deals totaling $400K across negotiation, evaluation, and discovery"
Default Stage Probabilities
| Stage | Probability |
|---|---|
| Closed Won | 100% |
| Negotiation / Contract | 80% |
| Proposal / Quote | 60% |
| Evaluation / Demo | 40% |
| Discovery / Qualification | 20% |
| Prospecting / Lead | 10% |
Tips
- Be honest about commit — Only commit deals you'd bet on
- Update close dates — Stale dates kill forecast accuracy
- Coverage matters — 3x pipeline coverage is healthy; below 2x is risky
- Activity = signal — No recent activity means higher risk than stage suggests
Example Prompts
"Generate my Q1 forecast — quota is $500K, closed $150K so far"
"Forecast this pipeline CSV for the quarter"
"Which deals should I commit vs. upside?"
"What's my gap to quota and how do I close it?"