AI Blocks › Handle money and investing
Bookings forecast builder
Give it your pipeline and cohorts. Get a commit, best case and pipe-only forecast with the maths shown.
Bookings forecast builder is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · MIT licence · Made by Alireza Rezvani · Level: advanced
Made by Alireza Rezvani. See the original on GitHub; we copied it as it is, with its licence.
What it does
Three forecast numbers with the maths shown: commit, best case and pipe only. Leaders can present one figure while the board sees the assumptions behind it. The skill answers three questions. What is the number for the quarter? Which customer cohorts are leaking, even when overall net revenue retention looks fine? Which funnel stages give stable results and which are noise? It projects retention by cohort over several quarters, and it measures how much each stage varies to set a confidence band. Every assumption goes in a plain block. It is for forward-looking forecasts, not month-end reporting.
You give it
- Pipeline by stage with amounts
- Cohort retention data
- Historic conversion rates
- The quarter and horizon to forecast
You get
- Commit, best case and pipe-only numbers
- An assumptions block
- Retention by cohort
- A reliability rating for each funnel stage
Use it when
- The board will ask for commit, best case and pipe only.
- You suspect overall retention hides a weak recent cohort.
- Pipeline coverage is shrinking and you need to know why.
- You need to project recurring revenue for the next few quarters.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.
- It works best when your AI can run code.