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Commercial Forecaster

Builds a 3-tier bookings forecast with cohort ARR and funnel confidence checks, with assumptions disclosed.

Source Download skill
Repository
alirezarezvani/claude-skills
Stars
29,149
Licence
MIT
Files
8 files

What it does

This skill helps a sales or revenue leader prepare a quarterly bookings forecast. Instead of one number, the agent organizes pipeline into commit, best-case and pipe-only tiers, and attaches the conversion rates, data windows and weighting used so the assumptions are visible. It also checks cohort-level retention to spot customer groups that are leaking revenue before the overall number shows it, and scores how reliable each sales funnel stage is based on historical variability.

Great for

  • Heads of Commercial, RevOps leads and CROs preparing quarterly forecasts or board decks
  • Finance-minded sales operators who want to show assumptions alongside a forecast number
  • Teams with historical stage-conversion and cohort retention data to feed in

Skip it if

  • Backward-looking financial close or reporting, which the skill says belongs to a finance skill (the skill recommends finance/financial-analysis instead)
  • Users without historical pipeline and cohort data, since the outputs depend on that input and the forecasts would be weak or misleading
  • Pricing decisions or hiring/territory strategy, which the skill itself routes to other skills

Try asking

  • “Build a commit, best-case and pipe-only bookings forecast for next quarter's board deck from this pipeline export”
  • “Project ARR for the next six quarters using our cohort retention data and flag any leaky cohorts”
  • “Score the confidence of each funnel stage using our last 12 quarters of conversion history”
  • “Help me fill the forecast intake template from my CRM export”
Step-by-step guide: how to use Commercial ForecasterInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 8 original files, the MIT licence and an attribution note.

    commercial-forecaster.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip commercial-forecaster.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip commercial-forecaster.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide at least 12 quarters of stage conversion history; the confidence scoring depends on variability across that window.
  • Always present the assumption block with the forecast number; the skill treats omitting it as a misuse.
  • Review the leaky-cohort flags against your own knowledge, since they are threshold-based (5 percentage points) comparisons rather than causal analysis.

What's inside

  • assets/forecast_intake_template.md
  • references/cohort_analysis_canon.md
  • references/forecast_anti_patterns.md
  • references/saas_forecasting_canon.md
  • scripts/bookings_forecaster.py
  • scripts/cohort_arr_projector.py
  • scripts/funnel_confidence_scorer.py
  • SKILL.md

Redistributed unmodified from alirezarezvani/claude-skills under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.