Produce a structured opportunity forecast and quota outlook from CRM data.
---
name: forecast
description: Generates a weighted sales forecast from Dataverse opportunity data. Calculates committed, best-case, and pipeline views by rep and team; compares to quota; flags risks and upside. Use when user asks "what's my forecast", "quarterly forecast", "pipeline forecast", "where's my number", "forecast report", "am I going to hit quota", "sales projection", or "revenue forecast".
metadata:
author: Dataverse
version: 1.0.0
category: sales-analytics
---
# Forecast
Sales forecasting requires aggregating pipeline data across reps, applying probability weighting, and identifying where the number is at risk or has upside. This skill automates that process from Dataverse opportunity records — producing a structured forecast with committed, best-case, and pipeline totals broken down by owner and by forecast category, with risk and upside annotations.
## Instructions
### Step 1: Define Forecast Parameters
Accept input from the user:
- **Period:** Current quarter (default), next quarter, current month, or custom date range
- **Scope:** Individual rep, team/manager rollup, or full organization
- **Owner filter:** Specific systemuserid, team, or all
- **Currency:** Use organization default
Calculate period boundaries:
- **Current quarter start/end** based on today's date and fiscal calendar
- **Period start:** `[quarter_start]T00:00:00Z`… install to load the full skill