forecast
Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", or "what's in commit".
Install
With your agent
Install OMGSkills skill "mondaycom/mcp:plugins/monday-crm/skills/forecast" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/forecast ~/.claude/skills/forecastFrom README
Forecast Dashboard Builds a native monday dashboard that renders the pipeline as a forecast — committed / best-case / pipeline / closed-won, grouped by stage × close month. Replaces the "export to CSV and pivot it" pattern that sales ops leaders do manually every Monday. Flow: Trigger → Gather → Synthesize → Publish (α, default) → Share (β, opt-in) → Proactive extension (opt-in, hygiene fix). Input Optional: board name / ID + forecast period (e.g., "Q2 2026", "next 90 days"). Optional: pre-declared mode (Default / Silent / Proactive). Output α (default): A native monday createdashboard with widgets per bucket + URL. β (Share): Viewer-permission grant to sales leader via allmondayapi + createnotification. Proactive extension: Hygiene fix — if a non-closed deal is missing close date, changeitemcolumnvalues (with batched user confirm) to set a placeholder OR post a prompt update asking the owner to fill it.
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