Forecast Narrative
Writes your sales forecast narrative for a forecast call or 1:1.
by anthropics · ★ 32,564 on GitHub
What it does
Ask Claude to prepare your forecast and it pulls together your pipeline, recent CRM changes, and deal notes. It sorts deals into commit, best case, and pipeline, and highlights what changed since your last forecast. You get a ready-to-use narrative for your forecast call or manager check-in.
Who it’s for
A good fit for salespeople, consultants and founders who sell and bookkeepers, finance teams and business owners.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads CRM pipeline and opportunity data.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0