forecast Skill
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 Published by microsoft in dataverse-business-skills.
What is forecast Skill?
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 Published by microsoft in dataverse-business-skills. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use forecast Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: microsoft
- Repository: microsoft/dataverse-business-skills
- Skill file: skills/forecast/SKILL.md
What it does
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
Skill instructions
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: [quarterstart]T00:00:00Z - Period end: [quarterend]T23:59:59Z Step 2: Fetch Open Opportunities in Period SELECT opportunityid, name, estimatedvalue, estimatedclosedate,
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Frequently asked questions
What is forecast?
forecast is a open-source AI agent skill with Copy skill directory. 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.
Who is forecast best for?
forecast is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install forecast?
Install or run forecast using Copy skill directory. Check forecast for the latest setup command.
Is forecast actively maintained?
forecast may need a closer maintenance check before production use.
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