deal-forecasting

deal-forecasting is a skill for Claude Code, Codex from NimbleBrainInc/upjack. It costs 0 tokens per session (337 once invoked), scanned A, original, Apache-2.0.

A workflow for reviewing sales deals and estimating which ones are likely to close. A deal pipeline is the list of active sales opportunities and their current stages.

In plain words
What is it for?
Use it for pipeline reviews, monthly or quarterly sales forecasts, risk flags, follow-up activities, and notes about deal health.
Why use it?
It highlights deals that have stayed too long in one stage, have little recent activity, or lack a next step, so neglected opportunities are easier to spot.

Skill for Claude CodeCodex

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

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.

agentmods
npx agentmods add skills/nimblebraininc/upjack/deal-forecasting
Any agent
npx skills add NimbleBrainInc/upjack --skill deal-forecasting
Clone the repo
git clone --depth 1 https://github.com/NimbleBrainInc/upjack

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 deal-forecasting

README.md
[![agentmods](https://agentmods.dev/badge/skills/nimblebraininc/upjack/deal-forecasting.svg)](https://agentmods.dev/skills/nimblebraininc/upjack/deal-forecasting)
Your own site
<a href="https://agentmods.dev/skills/nimblebraininc/upjack/deal-forecasting"><img src="https://agentmods.dev/badge/skills/nimblebraininc/upjack/deal-forecasting.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 337 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00000 $0.00337
Opus 5 $0.00000 $0.00169
Sonnet 5 $0.00000 $0.00067
Haiku 4.5 $0.00000 $0.00034

Measured 6d ago against content hash 8149de13b863, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

deal-forecasting 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 6d ago.

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.

examples/crm/skills/deal-forecasting/SKILL.md · 50 lines

What it actually says

Deal Forecasting

Analyze deal pipeline health and predict outcomes.

When to Use

  • Daily pipeline review (triggered via schedule, weekdays 9 AM)
  • A deal reaches "closed-won" (triggered via hook)
  • User asks for pipeline analysis or forecast

Process

  1. Load pipeline configuration to understand stages and expected probabilities

  2. Analyze each active deal:

    • Days in current stage vs. max_days threshold
    • Activity frequency (more activity = healthier deal)
    • Value-weighted probability
    • Relationship to contact lead scores
  3. Generate insights:

    • Total weighted pipeline value
    • Deals at risk (over max_days in stage)
    • Stage distribution analysis
    • Forecast for current month/quarter
  4. Take action on at-risk deals:

    • Flag stale deals by adding "at-risk" tag
    • Create follow-up activities for stale deals
    • Update deal notes with analysis

Risk Signals

Signal Risk Level
> 2x max_days in stage Critical
> 1x max_days in stage High
No activity in 14 days High
No activity in 7 days Medium
Contact lead score < 40 Medium
No next step documented Low

Output Format

When generating a pipeline review, structure as:

  1. Summary metrics (total deals, weighted value, avg days in pipeline)
  2. At-risk deals with recommended actions
  3. Forecast based on probability-weighted values
  4. Recommended next steps
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. 6d ago First seen · 50 lines · 0 tokens per session scan A 8149de13b863

Subscribe to this mod's changes

deal-forecasting is a skill published in the GitHub repository NimbleBrainInc/upjack (9 stars, last pushed 4mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 337 tokens. 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 2026-08-31.

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