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forecast

Skill

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 qu

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Install

git clone https://github.com/mondaycom/mcp.git ~/.claude/skills/forecast

What is 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".

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Read files only

Read-only tools

~109 tokens of context used while enabled, before you invoke anything

All declared tools (17)
AskUserQuestionReadmcp__monday__all_monday_apimcp__monday__board_insightsmcp__monday__change_item_column_valuesmcp__monday__create_columnmcp__monday__create_dashboardmcp__monday__create_docmcp__monday__create_notificationmcp__monday__create_widgetmcp__monday__get_board_infomcp__monday__get_board_items_pagemcp__monday__get_column_type_infomcp__monday__get_user_contextmcp__monday__list_users_and_teamsmcp__monday__list_workspacesmcp__monday__search

Documentation

README · ~9 min read

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 create_dashboard with widgets per bucket + URL.
  • β (Share): Viewer-permission grant to sales leader via all_monday_api + create_notification.
  • Proactive extension: Hygiene fix — if a non-closed deal is missing close date, change_item_column_values (with batched user confirm) to set a placeholder OR post a prompt update asking the owner to fill it. Missing-amount items are flagged in the dashboard description and a hygiene update is posted on the item, but the amount column itself is never written (forecast integrity rail).

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