Realitetstjek af forecast

skills/forecast-sanity-check/SKILL.md

---
name: forecast-sanity-check
description: Compares close dates and probabilities with the evidence. Use before a forecast call, or when the user asks how realistic the pipeline or the quarter is.
---

# Forecast sanity check

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=forecast-sanity-check"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. List open deals expected to close in the period.
2. Flag past close dates, missing economic buyers and deals with no activity, from the deal warnings and the qualification evidence.
3. Give each deal a realistic category: commit, best case or pipeline.

## Output

An adjusted forecast with the reason for every change.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_deals`, `get_deal`

• Gennemgang af aftalerEn ugentlig gennemgang af alle åbne aftaler, sorteret efter hvad der kræver handling nu.
• Genoplivning af aftaler i ståFinder en reel grund til at tage kontakt igen på hver aftale i stå, eller anbefaler at lukke den.
• Flere kontaktpersoner i aftalenFinder de manglende beslutningstagere i aftaler med kun én kontaktperson.
• Ubesvarede e-mails på aftalerFinder e-mails fra købere på åbne aftaler, som stadig venter på svar.