Excel Subscription Forecast with Claude
Build a 24-month Excel subscription forecast with editable plan assumptions, explicit growth and churn formulas, and linked charts.
Before & after
Same prompt, same agent — the only difference is the skill.
Building a financial projection is important for planning. You'll want to think about your assumptions for growth rate, churn rate, and pricing. Excel is a good tool for this type of work. You could set up a model with monthly columns and rows for different scenarios. You might want to include a chart to visualize the trends. Dynamic formulas that reference assumption cells are useful. Have you thought about what assumptions matter most to your business?
EXCEL ADD-IN INSTALLED Sign in with your account in Excel ribbon Prompt add-in to build projection INPUT PARAMETERS Subscription tiers: two plans (starter, pro) Months to project: 24 months Starting subscribers: starter 50 users, pro 12 users Monthly growth: starter 5%, pro 8% Monthly churn: starter 2%, pro 1% Pricing: starter 29 per month, pro 99 per month DYNAMIC ASSUMPTION CELLS All highlighted in blue, editable without rebuilding: Growth rate → change once to recalculate all 24 months Churn rate → change once to recalculate impact Price tiers → update to see revenue impact immediately PROJECTION SHEET OUTPUT Column headers: Month | Starter Users | Starter Revenue | Pro Users | Pro Revenue | Total MRR Sample months: Month 1: 50 users, 1,450 revenue | 12 users, 1,188 revenue | 2,638 MRR Month 6: 84 users, 2,436 revenue | 20 users, 1,980 revenue | 4,416 MRR Month 12: 155 users, 4,495 revenue | 39 users, 3,861 revenue | 8,356 MRR Month 24: 425 users, 12,325 revenue | 109 users, 10,791 revenue | 23,116 MRR EMBEDDED CHART Line graph: total MRR growth from 2.6K to 23K Two series overlay: starter and pro subscriber count trends Chart updates automatically when assumptions change NOT FINANCIAL ADVICE: Use for internal planning only. Actual results will vary. Ready to iterate and present to investors.
About this skill
Your subscriber forecast looks convincing until someone asks whether growth already includes churn, or changes a price and the chart stays frozen. Build a two-year subscription projection through Claude in Excel with editable assumptions, explicit subscriber movements, derived revenue metrics, and checks that expose those mistakes.
What it does
- Guides Claude in Excel setup, with a paste-ready workbook instruction when direct workbook access is unavailable.
- Builds monthly projections for multiple plans with separate opening subscribers, additions, churn, and closing subscribers.
- Distinguishes gross acquisition growth from net subscriber growth so churn is counted correctly.
- Links plan prices and rates to editable assumption cells and derives end-of-month recurring revenue.
- Adds subscriber and revenue charts using live worksheet ranges.
- Specifies reconciliation and sensitivity checks, including exactly what should change when churn changes.
What you get
An editable Excel forecast when workbook access is available, or an exact cell map, formulas, and instruction to paste into Claude in Excel. The handoff states the assumptions, revenue convention, checks performed, and any remaining verification.
Best for
Subscription founders, finance analysts, and operations teams building a first forecast or repairing a spreadsheet with unclear growth, churn, or revenue logic.
SKILL.md preview
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name: excel-subscription-forecast-with-claude
description: Build monthly subscription forecasts through Claude in Excel using editable plan assumptions, explicit subscriber roll-forwards, derived recurring revenue, linked charts, and numerical reconciliation checks. Use when the user says "build a two-year subscription forecast", "set up Claude in Excel", "forecast subscribers for two plans", "my forecast counts churn twice", "make these assumptions editable", "my chart does not update", or "check my subscription projection".
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# Excel Subscription Forecast with Claude
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