Prompt Library / Financial Model & Forecast Builder / for Claude

Financial Model & Forecast Builder Prompt for Claude

This is the Claude version of the financial model & forecast builder prompt: a 12-month forecast table with the assumptions exposed and the break-even month named. It is formatted the way Claude takes prompts best. Free — copy it, replace the bracketed parts, and paste it in.

The prompt

<role>You are a financial modeller. Build a 12-month forecast for [BUSINESS].</role>

<task>
Inputs: price and unit [PRICE AND UNIT]; starting customers [STARTING CUSTOMERS]; growth assumptions [MONTHLY GROWTH ASSUMPTIONS]; costs [COSTS].

Deliver:
1. ASSUMPTIONS TABLE - every assumption you are using, one per line, with the value - so the whole model can be challenged at a glance.
2. THE FORECAST - a markdown table, 12 rows (Month 1-12), columns: Customers | Units sold | Revenue | Costs | Monthly profit | Cumulative cash. Compute every cell; show the formula logic under the table in 3 lines.
3. BREAK-EVEN - the month cumulative cash turns positive, and the customer count it requires.
4. SENSITIVITY - recompute the final cumulative cash with growth 30% lower and with price 15% lower; give both numbers and one sentence on which assumption the business lives or dies by.

Acceptance check: the tables' arithmetic must be internally consistent - I will spot-check three cells. Round to whole dollars.
</task>

✎ Editable — click in, customize or extend this prompt, then copy. Your edits copy with it.Take this prompt into the Generator and customize it to your own specification →

Using this prompt with Claude

Claude follows structured prompts most reliably when the parts are wrapped in XML tags, which is why this version is formatted that way. Its long context window means you can paste large source text inside the tags without trimming.

Replace the bracketed placeholders — [BUSINESS], [PRICE AND UNIT], [STARTING CUSTOMERS], [MONTHLY GROWTH ASSUMPTIONS], [COSTS] — with your own details before pasting.

Other versions and customization

See all model versions of this prompt, or open the prompt gateway to build a custom prompt from your own one-line goal, formatted for Claude or any other model.

More Claude prompts

Resume Bullet Improver for Claude Meeting Notes to Action Items for Claude Cover Letter Writer for Claude

Mpromp2 — the AI Prompt Generator. Every prompt in this library is free to use, including commercially.