# forecast

> Claude/Codex skill by [@mondaycom](https://omgskills.com/library/mondaycom/index.md) · 435 stars · Updated 2026-10-22

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".

Tags: agents, copilot, mcp, mcp-server, monday

## Install

```sh
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/forecast ~/.claude/skills/forecast
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/mondaycom/mcp/plugins/monday-crm/skills/forecast/
- GitHub: https://github.com/mondaycom/mcp
- Author: [@mondaycom](https://omgskills.com/library/mondaycom/index.md)

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