Sales Pipeline Forecast Toolkit: Weighted Forecast, Deal Health Flags and Commit Floor, AI Skill for Claude & ChatGPT, B2B Sales Manager

Pipeline Doctor is an AI skill for Claude and ChatGPT, made for sales professionals. Drop in any pipeline CSV and get the picture your CRM flatters: three forecast numbers including the commit floor, a hygiene score out of 100, zombie and risk flags per deal, and the five moves that matter this week.

Instant download. Works on the free tier. No coding. Your CRM says $190,000. Your real forecast is $63,000.

WHAT IS AN AI SKILL?
Think of it as a trained assistant you add to Claude or ChatGPT. It is a small folder of files: the step-by-step method the AI must follow, the templates it fills in, the checks it runs on itself, and a worked example. You load it once (about a minute), then talk to the AI in plain English the way you would brief a colleague. Instead of a generic chat answer, you get the finished piece of work as a real file you can print, send or open in Excel. No coding, no software to install, nothing to configure. It runs inside your own Claude or ChatGPT account.

THE PROBLEM IT SOLVES
The close date that quietly passed three weeks ago. The $30,000 opportunity still sitting at first-call stage. The deal that's been “in negotiation” for eighteen silent days, which you both know is over but neither of you has said so.

None of it is dishonesty. It's optimism, accumulating. Every deal looks defensible on its own, and the total is a number you'd be embarrassed to commit to out loud.

ABOUT THE EXAMPLES BELOW
The figures and names come from the built-in demo: Sam Torres, an Austin B2B seller working a real pipeline and one live enterprise deal. Type "demo" after setup and you watch the same run happen in front of you before you type a single real number.

WHAT IT DOES (6 JOBS, ONE SKILL)
1. Get your three numbers
Stated, weighted, and the commit floor with the deals it's built from listed. Plus a Pipeline Hygiene Score out of 100 — the demo scores 61 — which rises only when you clean something, never because a big deal walked in.

2. Prep the forecast call
The answer sheet: the seven questions your manager asks — commit, forecast, best case, what changed, what's slipping, what you need, next quarter's coverage — each answered from figures already in the report, so nothing gets recomputed in front of them.

3. Race a deadline
Quarter-end triage sorts every open deal into Closeable, Stretch, or Next quarter by printed tests, with the closeable total against your gap and an explicit list of deals to stop working for this date. Asked what to discount, it answers with a trade.

4. Second-opinion one deal
No export needed. Six questions answered from memory, scored 0/1/2 each, summed out of 12, read against four verdict bands. Three minutes to find out whether the deal you keep forecasting has earned its stage.

5. Diff the week
Run it weekly and it reports what advanced, what slipped, and the movement on all three numbers plus the hygiene score — then scores last week's Monday List honestly before writing this week's five.

6. Run the team
Manager mode splits a multi-owner export into a per-rep rollup: each rep's real number, coverage and flags, the bottleneck stage that repeats across reps, and the three deals you should personally join this week.

WHAT YOU GET
• Stated, weighted, and the commit floor you can promise without a caveat
• Zombie-deal protocol with the revive email, and a hygiene score that only moves when you clean something
• The Monday List + the forecast-call answer sheet

Everything exports, including the parts you send upward:
• The pipeline health report — three numbers, hygiene score, arithmetic shown
• The full scored deal table: weight, decay, flags, verdict
• The Monday List — five moves, each with a named deal and a day
• Breakup emails, drafted, for the deals that are actually dead
• The forecast-call answer sheet for the conversation with your manager
• The triage or second-opinion document when you run those modes

YOUR FIRST FIVE MINUTES (copy-paste any of these)
› Here's my pipeline export — what's my real forecast? [CSV]
› What's my commit number, and which deals is it built from?
› I have a forecast call Thursday. Build my answer sheet.
› What can still close before the quarter ends?
› demo — watch a $190k pipeline become $63,375.

HOW TO SET IT UP (about a minute)
1. Download the zip and unzip it. Inside: a START-HERE file, INSTALL steps for Claude, and CHATGPT-SETUP for ChatGPT.
2. Claude app: Settings → Capabilities → Skills → Upload skill (or add the files to a Project). Claude Code: drop the folder into ~/.claude/skills/. ChatGPT: follow CHATGPT-SETUP (copy-paste, about two minutes).
3. Type "demo" to watch the skill run on a built-in example. Then give it your own details in plain English.

WHO MADE THIS
The Skill Mastery builds AI skills for working professionals: photographers, filmmakers, creators, marketers and sales teams. We don't start from what AI can do. We start from how the job is actually done, the methods the trade already trusts (here: MEDDIC qualification, SPIN questioning and pipeline math with age decay), the numbers that have to be right, and the mistakes that cost real money. Then we engineer the skill so the AI follows those rules every single time, and we test it the way a buyer would use it: on the built-in demo, on a cold scenario it has never seen, and in a currency other than our own. Every skill ships with a demo mode, a self-check, and a plain list of what it can't do.

WHY NOT JUST ASK THE CHATBOT?
• It won't inflate to comfort you. A general chatbot mirrors your optimism back. This one says the $190,000 is $63,375, prints a commit floor of $36,675, names the two deals it excluded and why, and shows the working deal by deal so you can argue with it.

• It reads a messy export properly. European decimals, ambiguous date columns, closed rows, blank stages, duplicate lines, totals rows. Where 07/08/2026 could be two different dates it asks you which, because guessing moves a deal three weeks and changes the weight it carries.

• The hygiene score can't be flattered. Your forecast can rise because a big deal walked in. That score out of 100 only moves when you kill a zombie, fix a date, or find a second contact — which is what turns this into a Monday habit rather than a one-off audit.

WHAT IT WON'T DO (read this before buying)
• Garbage in, garbage out, with a warning. If your export lacks activity dates or close dates, it names which checks are switched off instead of pretending.
• It can only see what's logged. Deals advanced in conversations nobody recorded will look colder than they are, and it says so.
• It's a forecast, not a prophecy. Stage weights are calibrated priors until you feed it your own closed deals, and the weighted number stays labelled as an estimate.

FAQ
Q: How is this different from just asking Claude or ChatGPT?
A: A chatbot will sum your pipeline and agree with you. This returns three numbers rather than one, applies stage weights times an age-decay curve in explicit bands, defines a zombie by two tests rather than a hunch, computes a hygiene score from a printed per-deal formula, and shows every calculation so you can argue with it.

Q: What is the commit floor?
A: The number you can promise without a caveat. It counts only deals at 60% stage weight or higher that carry no risk flags at all — nothing single-threaded, ghosting, past its close date, or mismatched on stage and size. In the demo that leaves three deals worth $36,675 out of a $190,000 pipeline, and the two deals it excluded are named out loud. If nothing qualifies, the floor is zero and it says why.

Q: Which CRMs does it work with?
A: All of them, because it doesn't connect to any. You export a CSV from HubSpot, Salesforce, Pipedrive or a spreadsheet you keep by hand, and it maps the columns it finds, recognising the usual aliases. Non-US exports are handled properly too: European decimal formats are read correctly, and an ambiguous date column produces a question rather than an American assumption.

Q: What exactly is a zombie deal?
A: Two tests, both required: older than twice your sales cycle, and no logged activity in the last 30 days. One test alone produces false alarms, which is how sellers learn to ignore these reports. Every zombie found also gets a personalised breakup email in the export, ready to send.

Q: Is it a subscription?
A: No. A one-time purchase, yours to keep, updates included. It runs inside the Claude or ChatGPT account you already have — the free tiers work too.

Q: Do I need a paid Claude or ChatGPT plan?
A: No. The free tiers run it. Paid plans give you longer sessions and stronger models, which is nicer but not required.

Q: Claude or ChatGPT: which should I use?
A: Both are included and both work. Claude gives the fuller experience because skills upload directly; ChatGPT setup is a two-minute copy-paste from the included CHATGPT-SETUP file.

Q: Do I need to know how to code?
A: No. You type in plain English. Setup is upload-a-file, and every step is written out for non-technical people.

Q: Does it work outside the US, in my currency?
A: Yes. It works in your currency, your date format and your market. It never converts or invents exchange rates.

Q: Can I use it for client work?
A: Yes. One purchase is a perpetual single-user licence; everything it produces is yours to use, unrestricted, for your own business or your clients. You just can't resell or share the skill files themselves.

Q: Is my data private?
A: It runs entirely inside your own Claude or ChatGPT account. We never see your numbers, clients or files.

Q: Can I use it on my phone?
A: Set it up once on a computer; after that it works from the Claude and ChatGPT phone apps too.

Q: Do I get updates?
A: Yes, free updates to this version. If a new version ships, message us on Etsy for the update.

Q: What if it doesn't work for me?
A: Digital files can't be returned on Etsy, but message us and we'll make it right, whether that's a fix, a walkthrough or a refund. A real person replies.

PART OF THE CLOSER SUITE
Also in this shop: Discovery Call Co-Pilot, Cold Outreach Engine, Proposal & Quote Builder, Objection Battlecards, or the full Closer Suite bundle at a saving. They share one profile, so you describe your business once and every skill reads it.

INSTANT DIGITAL DOWNLOAD
One .zip file, delivered by Etsy the moment you buy. Nothing physical will be shipped. Free updates for the current version. Questions before or after buying: message us here on Etsy, a real person replies.
Version 2.0.0.

AI disclosure: this toolkit was designed and written by The Skill Mastery with the help of AI tools, then tested by hand (every calculation, template and demo checked). It runs inside Claude or ChatGPT; it is not a standalone app. Not affiliated with Anthropic or OpenAI. Claude and ChatGPT are trademarks of their respective owners.