Claude Skills for spreadsheets
Build Excel and Google Sheets workbooks with formulas and formatting that survive editing. Financial models, forecasts, budgets, cohort analysis.
How to install
Claude Code (CLI): Download the pack, then unzip into your skills folder.
mkdir -p ~/.claude/skills
unzip ~/Downloads/spreadsheet-pack.zip -d ~/.claude/skills/For project-only skills, use .claude/skills/ in your repo root instead. Restart Claude Code (or the session) and the skills become available.
Claude.ai (web): Upload via Settings → Skills (where supported on your plan).
Skills in this pack
Financial Model Builder
Builds a driver-based financial model (.xlsx) — revenue, COGS, opex, headcount, P&L, cash flow.
Forecast Model Builder
Builds a revenue forecast — bottoms-up rep capacity or top-down market — with base/upside/downside cases.
Budget Tracker
Departmental budget tracker — monthly actuals vs budget, variance analysis, rollforward.
Pivot Dashboard Builder
Builds a pivot table + dashboard from raw data — filters, slicers, KPI cards, charts.
Data Cleanup Workbook
Cleans messy data — dedupes, normalizes dates, fixes inconsistent caps, fills missing, flags anomalies.
KPI Tracker
Tracks 5-15 KPIs over time — sparklines, MoM/YoY change, color-coded thresholds.
Cohort Analysis Spreadsheet
Builds a cohort retention table — acquisition cohort × month, with retention %, weighted average.
Data Validation Rules Builder
Adds data validation rules to a sheet — dropdowns, ranges, regex, cross-cell checks.
Scenario Model Builder
What-if scenario modeling — input toggles, side-by-side scenarios, sensitivity table.
Formula Auditor
Audits a workbook — finds hardcoded values in formulas, broken refs, inconsistent formulas, named-range issues.