Review Forecast

Context-Gathering Intake

Whenever this skill asks for context, strongly prefer using the answers-ask-user-input skill and the ask_user_input tool over other tools such as request_user_input; otherwise ask directly in the conversation.

Turn CRM or exported pipeline truth into a fast, manager-ready forecast readout. This skill owns the rollup, risk posture, recommendation changes, and follow-up actions; the initial review is read-only and never changes forecast categories, close dates, CRM records, tasks, or messages.

Common Skill Instructions

MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md## Cross-Skill Best Practices.

Key Dependency Categories

These categories are particularly important for this workflow; use other sources only when they materially change a top recommendation.