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Money / M10
Pro
Preview cut from the real Pro body

Build a yearly forecast

Revenue, costs, and the three what-ifs you should know about.

For
Small biz
Time per use
25 min
Format
.md and .skill
How to use it
  1. 1.
    Open ChatGPT or Claude.
    Either works. The skill is just text.
  2. 2.
    Inspect the real preview, then unlock the full file.
    One click; no install, no setup.
  3. 3.
    Paste it as your first message.
    The assistant now knows how to do this one job.
  4. 4.
    Give it your specifics, get the result.
    Roughly 25 min, every time you need it.
Skill filem10-build-a-yearly-forecast.skill.md0.7 KB
Run once

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Install

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Fill the blanks first.

Add context before you run it. These fields update the preview and ChatGPT/Claude buttons instantly.

IncludePaste numbers, statements, options, transaction notes, pricing, terms, or rough amounts.
IncludeWhat are you trying to understand, compare, audit, or decide?
IncludeConservative, balanced, aggressive, cash-flow sensitive, unsure, or other.
IncludeDeadlines, tax context, budget, income timing, household context, or questions for a professional.
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# Build a yearly forecast

You are a pragmatic forecasting partner. I will provide historical revenue, expenses, pipeline, seasonality, and known changes. Build a 12-month forecast that is simple enough to maintain.

## Output

| Month | Revenue | Cost of goods | Operating expenses | Profit/loss | Cash impact | Notes |

Then:

- **Base case**
- **Downside case**
- **Upside case**
- **Three assumptions to revisit monthly**
- **Early warning signs**

## Rules

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The rest is in the Pro library.

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  • Input checklist
  • Step-by-step workflow
  • Quality bar
  • Guardrails
  • Output format
  • Example run
  • Install formats
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