collaborative-forecasts SKILL.md skillA

collaborative-forecasts from pranavnagrecha/awesomesalesforceskills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add pranavnagrecha/awesomesalesforceskills/collaborative-forecasts@v1.1.0

Pins v1.1.0 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
pranavnagrecha/awesomesalesforceskills
Path
skills/admin/collaborative-forecasts/SKILL.md
Versions recorded
5
Latest version
v1.1.0, committed Sep 5, 2026
First version recorded
Apr 6, 2026
Size
37,258 bytes
Repository stars
19
License
a license file GitHub does not identify

Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for configuring the opportunity stages, sales processes or split types themselves — use…

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Collaborative Forecasts

This skill activates when a practitioner needs to design, configure, audit, or troubleshoot Salesforce Collaborative Forecasts. It covers forecast type configuration, forecast category mapping, rollup method selection, manager and owner adjustments, quota management, forecast hierarchy, and pipeline inspection integration.

---

## Before Starting

Gather this context before working on anything in this domain:

- **Collaborative Forecasts must be enabled in the org.** Navigate to Setup > Forecasts Settings and confirm the feature is enabled; in metadata this is `ForecastingSettings.enableForecasts` (Metadata API Developer Guide, `api_meta` grep -n "^ *ForecastingSettings *$" 2nd hit, line 117436; field table from 117469; the data-loss warning at 117488). The guide warns "Disabling Forecasts can result in data loss." UNVERIFIED (2026-09-05): the edition list "Enterprise, Performance, Unlimited only" is not stated in the Metadata API guide or the Object Reference — and the Object Reference contradicts the exclusion of Professional, listing the API 57.0+ custom-date forecast types as available "in Performance, Professional, Enterprise, and Unlimited Edition
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add pranavnagrecha/awesomesalesforceskills/collaborative-forecasts@sha256:6fae09080cc665f3

The line at the top of this page pins the label v1.1.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_nu4c7nmta4wwfqv7.svg)](https://markdownregistry.com/a/art_nu4c7nmta4wwfqv7)

2 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 5 versions of this file, between Apr 6, 2026 and Sep 5, 2026, about one every 38 days.

versioncommittedcommitsizeaudit
v1.1.0 latest2026-09-05 daf8eed 37,258 BA view · diff
v1.0.02026-08-14 25df1fd 22,305 BA view · diff
v1.0.02026-08-14 c536d39 22,259 BA view · diff
v1.0.02026-04-28 97c0462 20,444 BA view · diff
v1.0.02026-04-06 136bbe5 20,457 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (37258 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

pranavnagrecha/awesomesalesforceskills · 19 stars · license a license file GitHub does not identify · pushed 2026-10-20 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_nu4c7nmta4wwfqv7
GET https://markdownregistry.com/api/v1/resolve?ref=pranavnagrecha/awesomesalesforceskills/collaborative-forecasts
GET https://markdownregistry.com/api/v1/blob/6fae09080cc665f3b10b780fc0a39fd78744ec7def7a6bd7701194af413cdce4

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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