/forecast-modeling
Use when designing, tuning, or auditing revenue forecast models.
$ npx -y skills add gtmagents/gtm-agents --skill forecast-modeling --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/forecast-modeling
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use when designing, tuning, or auditing revenue forecast models.
SKILL.md
forecast-modeling.SKILL.mdname: forecast-modeling description: Use when designing, tuning, or auditing revenue forecast models.
Forecast Modeling System Skill
When to Use
- Launching new forecasting cadences or revisiting methodology.
- Running scenario planning ahead of board meetings or budget cycles.
- Auditing deviations between forecast, pipeline, and actuals.
Framework
1. **Method Selection** – pick bottom-up CRM, top-down macro, cohort, or blended models and document assumptions. 2. **Driver Mapping** – define win rates, velocity, expansion, churn, pricing, and seasonality inputs. 3. **Scenario Logic** – establish base/upside/downside cases with tunable levers for sensitivity analysis. 4. **Model Governance** – list data sources, refresh cadence, validation checks, and ownership. 5. **Output Packaging** – standardize tables, charts, and narrative prompts for exec review.
Templates
- Driver tree diagram connecting levers to KPIs.
- Scenario sheet (assumption → base/upside/downside values).
- Model QA checklist (data freshness, formula audits, version history).
Tips
- Keep raw inputs + assumptions in version control for auditability.
- Pair with `variance-analysis` skill to recalibrate after each cycle.
- Automate sensitivity runs to answer "what-if" questions during reviews.
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