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.
Open Claude or ChatGPT.
Either works. The skill is just text.
2.
Inspect the real preview, then unlock the full file.
One click; no install, no setup.
3.
Paste it as your first message.
The assistant now knows how to do this one job.
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

Advanced

Install permanently ↓

Install as agent behavior

Permanent agent install needs the full body.

This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.

Unlock full skill →

# 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

[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]

The rest is in the Pro library.

This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.

Full Pro file includes

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

Unlock the library →

Other things on the Money shelf

ID M01

Read a P&L like a grown-up

ID M02

Categorize my expenses

ID M03

Build a runway model