Lightlines
By anthropics

forecast

anthropics2.9k installs

Your sales forecast, with deal-by-deal risks.

What it does

Creates a sales forecast narrative explaining the forecast number, supporting deals, changes, and risks.

When to use it

Use when preparing a forecast call, deciding which deals to commit, forecasting from a pipeline export, or preparing a manager one-on-one.

How to use it

Ask for a forecast; it returns a narrative with bucket totals, changes, deal commentary, risks, and requests for help.

Good to know

  • cannot be undone: CRM

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This skill

CRM

Write

Updates accepted forecast categories (irreversible)