How-to · Business Operations · By Mohit Agarwal (PM Skills)

How to use Sales Forecasting Model in your AI agent

Install and use the Sales Forecasting Model skill in Claude Code, Cursor, Codex, Gemini CLI, OpenCode, and Windsurf — with sample prompts.

What you'll get

Creates a complete sales forecast framework that turns your pipeline into reliable revenue projections. Walks you through pipeline stages, conversion rates, deal values, and produces upside/base/downside scenarios with an explicit assumption log. Built for sales leaders, founders, and RevOps teams who need to forecast revenue with confidence.

Step 1 — Get the skill source URL

The Sales Forecasting Model skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Claude Code

Add the agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model to my project.

Cursor

Install this agent skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model

Codex

Add this skill to .codex/skills/: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model

Gemini CLI

Add the skill at https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model to my .gemini/skills/ directory.

OpenCode

Install this agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model

Windsurf

Add this skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/sales-forecasting-model

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

  • Preparing a quarterly revenue forecast for board or investors
  • Assess whether your pipeline is strong enough to hit targets
  • A founder building your first structured sales forecast
  • Defend your forecast with scenario analysis and documented assumptions

What this skill does

  • Builds a stage-by-stage pipeline model with conversion rates and cycle times
  • Generates upside, base, and downside revenue scenarios from current pipeline
  • Calculates pipeline coverage ratio to assess forecast confidence
  • Creates an assumption log documenting deal size, close rates, and seasonality
  • Runs activity-based sanity checks to confirm targets are achievable with current capacity
Made byMohit Agarwal (PM Skills)
CategoryBusiness Operations