Claude Excel Financial Projection Builder
Install the Claude Excel add-in and prompt it to build a two-year subscription projection with subscribers, growth, churn, dynamic assumptions, and a graph.
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
name: claude-excel-financial-projection description: Install the Claude Excel add-in and prompt it to build a two-year subscription projection with subscribers, growth, churn, dynamic assumptions, and a graph.
Claude Excel Financial Projection Builder
What This Does
The creator installs the Claude add-in inside Excel from the add-ins panel, signs in with his account, and prompts it to build a future subscription projection with two plans, subscribers, growth rates, churn, dynamic assumptions, and a chart across two years.
What You Get
- Excel add-in installation flow
- two-plan subscription projection
- dynamic assumption cells
- per-month projection sheet
- embedded chart
- one-shot from a prompt
Customize
- plans: number of subscription tiers
- horizon_months: length of projection
- growth_rates: per-plan monthly growth
- churn_rates: per-plan monthly churn
- chart_style: line, bar, or area
Sample Output
Claude builds an Excel file with two plans, monthly projections across 24 months, dynamic assumptions, and a line chart showing subscriber counts diverging.
Target Audience
Finance and ops teams building forecasts in Excel
SKILL.md preview
---
name: claude-excel-financial-projection
description: Use when the user wants the Claude Excel add-in to build a multi-year subscription financial projection with growth, churn, dynamic assumptions, and a chart.
version: 1.0.0
category: Finance
author: AgentVolt
license: proprietary
tags:
- finance
- standard
---
# Claude Excel Financial Projection Builder
Builds a subscription projection inside Excel via the Claude add-in: multiple plans, growth and churn, dynamic assumptions, and a chart.
## When to use
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