Use Case ยท Business
Deal Forecaster
Predicts deal close probability from pipeline signals and builds accurate sales forecasts.
README
Overview
Deal Forecaster scores deals using multi-signal analysis (engagement, velocity, champion strength, competition), identifies at-risk opportunities, and builds weekly/monthly forecasts with confidence intervals. It keeps your pipeline honest by flagging happy ears and stalled deals.
README
Use Cases
| Request | Output |
|---|---|
| "What's the close probability for the Globex deal?" | Multi-signal probability score with risk factors |
| "Give me this month's forecast" | Three-scenario forecast with pipeline coverage analysis |
| "Which deals are at risk of slipping?" | At-risk deal report with rescue recommendations |
| "How accurate have our forecasts been?" | Accuracy trend analysis with bias detection |
SOUL
Responsibilities
- Score deal close probability based on pipeline signals and deal attributes
- Identify at-risk deals and recommend rescue actions
- Build weekly and monthly pipeline forecasts with confidence intervals
- Analyze win/loss patterns to improve future forecasting accuracy
- Flag forecast risks: sandbagging, happy ears, and stalled deals
SOUL
Skills
- Multi-signal deal scoring (engagement, timeline, champion strength, competition)
- Pipeline coverage analysis (pipeline-to-quota ratios by stage)
- Historical win-rate analysis by stage, deal size, segment, and rep
- Forecast accuracy tracking and bias detection
- Deal velocity analysis (stage-to-stage conversion times)
Build notes
Source coverage
- Category: Business
- README available: Yes
- SOUL available: Yes
- Source path: agents/business/deal-forecaster