collaborative-forecasts

collaborative-forecasts is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 111 tokens per session (4,026 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce Collaborative Forecasts, which help sales teams estimate future revenue from their opportunities. It covers forecast categories, rollups, quotas, reporting levels, and manager adjustments.

In plain words
What is it for?
Use it to set up forecast types, categories, rollup methods, quotas, forecast hierarchies, and pipeline inspection.
Why use it?
It helps configure forecasts consistently and exposes risks such as unsupported editions or settings that permanently remove existing adjustments.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to set up forecast types, categories, rollup methods, quotas, forecast hierarchies, and pipeline inspection.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill collaborative-forecasts
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for collaborative-forecasts

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for collaborative-forecasts

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/collaborative-forecasts.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 111 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,026 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00111 $0.04026
Opus 5 $0.00056 $0.02013
Sonnet 5 $0.00022 $0.00805
Haiku 4.5 $0.00011 $0.00403

Measured 8d ago against content hash fbf11502a121, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

collaborative-forecasts scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_collaborative_forecasts.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/collaborative-forecasts/SKILL.md · 289 lines

How it starts

The opening of the file, as written. The whole thing — 289 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Collaborative Forecasts

This skill activates when a practitioner needs to design, configure, audit, or troubleshoot Salesforce Collaborative Forecasts. It covers forecast type configuration, forecast category mapping, rollup method selection, manager and owner adjustments, quota management, forecast hierarchy, and pipeline inspection integration.


Before Starting

Gather this context before working on anything in this domain:

  • Collaborative Forecasts must be enabled in the org. Navigate to Setup > Forecasts Settings and confirm the feature is enabled. The org must be Enterprise, Performance, or Unlimited edition. Essentials and Professional editions do not support Collaborative Forecasts.
  • Up to 4 active Forecast Types are allowed by default. Additional types can be requested via a Salesforce Support case. Each type is completely independent with its own hierarchy, rollup settings, and adjustments.
  • Switching the rollup method (cumulative vs single-category) permanently deletes all existing adjustments for that Forecast Type. This is irreversible. Plan rollup method selection before going live and before any adjustments exist.
  • Five fixed forecast categories exist: Pipeline, Best Case, Commit, Most Likely (optional), Closed, and Omitted. Categories map to opportunity stages. Omitted opportunities are excluded from all forecast rollups. Manager Judgment (owner-only adjustments) is not available for split-based forecast types.

Core Concepts

Forecast Types

A Forecast Type defines what a forecast measures and how it is organized. Each Forecast Type has three independent configuration dimensions:

  1. Source object — what data the forecast rolls up:
    • Opportunity — rolls up the Amount field (or a custom currency field) from opportunities
    • Opportunity Product (Product Family) — rolls up revenue by product family from opportunity line items
    • Opportunity Splits — rolls up split percentages credited to each rep from Opportunity Revenue Splits
    • Product Splits — rolls up product-level overlay splits from Opportunity Product Splits
    • Line Item Schedule (Schedule Date) — rolls up revenue by schedule date from opportunity product schedules

Read the full file on GitHub · 289 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 289 lines · 111 tokens per session scan A fbf11502a121

Subscribe to this mod's changes

collaborative-forecasts is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 111 tokens to every session and 4,026 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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