codexkit-fpa-rolling-forecast

Community

Roll forecasts with clear variance bridges.

Authorhoavdc
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill automates rolling financial forecasting to maintain a forward-looking 12–18 month horizon by locking completed periods, reforecasting remaining periods, and generating a waterfall bridge that highlights prior-to-new variance.

Core Features & Use Cases

  • Lock actuals and extend horizons to sustain continuous planning.
  • Reforecast drivers (revenue, COGS, OpEx) with scenario support (Base/Bull/Bear) and variance logging.
  • Generate a waterfall bridge and summarize top variance drivers for management reviews.

Quick Start

Provide your YTD actuals, prior forecast, and driver updates, then run the rolling forecast to produce the updated horizon.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: codexkit-fpa-rolling-forecast
Download link: https://github.com/hoavdc/CodexKit/archive/main.zip#codexkit-fpa-rolling-forecast

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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