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project-budget

Generate FY26 budget projections from FY25 checked-in units using percentage or flat adjustments.

Updated Mar 1, 2026
Search Tags:#supabase#forecasting#csv#adjustments#budget-projection#financial-analytics#fy25
One-click install
npx skills add https://github.com/clenisa/optimal-cli --skill project-budget
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: project-budget
Source: https://github.com/clenisa/optimal-cli/tree/main/skills/project-budget
Command: npx skills add https://github.com/clenisa/optimal-cli --skill project-budget

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generates FY26 budget projections from FY25 checked-in units to eliminate manual spreadsheet adjustments, ensure consistent program-level forecasts, and produce reproducible revenue estimates from authoritative sources.

Core Features & Use Cases

  • Uniform Adjustments: Apply percent or flat adjustments to unit volumes or average retail to create FY26 projections and compute revenue deltas.
  • Flexible Data Sources: Load FY25 actuals from ReturnPro Supabase fpa_wes_imports or from a CheckedInUnitsSummary[] JSON file for offline workflows.
  • Output Options: Produce Bloomberg-dense markdown tables for review or export full-precision CSVs for downstream forecasting and analysis.
  • Use Case: A finance analyst applies a 4% uplift across programs and exports a CSV to feed into a budget model, or applies a flat unit increase for scenario planning.

Quick Start

Run the project-budget skill to apply a 4% percent adjustment to FY25 actuals and output a CSV projection.

Frequently Asked Questions about project-budget

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate FY26 budget projections from FY25 checked-in units?▼

Generate FY26 budget projections by applying uniform percentage or flat adjustments to FY25 checked-in unit volumes or average retail. The Skill computes revenue deltas and outputs results as markdown tables or full-precision CSV files.

Can I use a JSON file instead of Supabase for budget projection scenarios?▼

Yes, you can load FY25 actuals from a CheckedInUnitsSummary[] JSON file for offline workflows. This bypasses the need to fetch data directly from the ReturnPro Supabase fpa_wes_imports table.

Do I need environment variables to fetch FY25 actuals from Supabase?▼

Yes, fetching FY25 actuals from ReturnPro Supabase requires the RETURNPRO_SUPABASE_URL and RETURNPRO_SUPABASE_SERVICE_KEY environment variables. These are only needed when loading data directly from Supabase instead of a JSON file.

What is the difference between percentage and flat adjustments for revenue forecasting?▼

Percentage adjustments apply an uplift across unit volumes or average retail, while flat adjustments add a fixed amount. Both methods create FY26 projections and compute revenue deltas for organization-wide growth or program-level scenario planning.

How do I export budget projections to CSV for downstream financial analytics?▼

Export budget projections to CSV by specifying the CSV output format when running the projection. The Skill generates a full-precision CSV file from the adjusted FY25 actuals, ready for downstream forecasting and analysis.

Limitations of using uniform adjustments for FY26 budget projection?▼

Uniform adjustments apply a single percentage or flat value across all programs, meaning they cannot model variable per-program growth rates. For complex scenarios requiring different uplifts per program, separate runs or manual adjustments are needed.

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