business planner
by Roy Yuen
Transform business ideas into rigorous, scenario-based execution plans with explicit assumptions and KPIs.
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THE AGENSI STORE
16 skills found
by Roy Yuen
Transform business ideas into rigorous, scenario-based execution plans with explicit assumptions and KPIs.
by Roy Yuen
Turn business goals into rigorous growth plans with scenario modeling, KPI thresholds, and 7-day action items.
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
Turn CRM exports into sales rep scorecards: 0-100 performance scores across activity, pipeline, conversion, and forecast accuracy, plus evidence-based coaching notes for weekly 1-on-1s. One review-ready report instead of a spreadsheet weekend.
Run a 10,000-iteration Monte Carlo forecast on your pipeline CSV to get P50/P70/P90 revenue confidence intervals, an ASCII distribution histogram, and what-if scenarios for slipped deal dates. Answers 'how likely are we to hit the number?' instead of a flat weighted-pipeline guess.
by OnwireFlow
Generate professional 30/60/90-day cash flow forecast workbooks with live formulas and shortfall alerts.
by Nex AI
Professional Python-driven monthly liquidity forecasting and deficit signaling for accountants and SMEs.
by Al1as
Structural probability forecasting for the 2026 FIFA World Cup title chances.
by MasterKilo
Analyze Trading212 dividend history, calculate portfolio yield, and forecast upcoming monthly passive income from your live Trading 212 account.
Generates bank-ready 3-year French financial forecasts in Excel with dynamic formulas and local tax logic.
by DeskRoot
Requires DeskRoot, sold separately. Five FP&A skills, each with a full worked example you can read before you rely on it.
by Edric Vale
Use to build an integrated three-statement financial model (income statement, balance sheet, cash flow) in Python or a spreadsheet, with revenue drivers, operat
Validate whether business data is fit for a specific decision, payment, forecast, plan, report, or operational action before anyone relies on it.
by nowrich
Debias project forecasts using historical reference-class data and probabilistic P50/P80 modeling.
by Edric Vale
Get current conditions and forecasts keyless from Open-Meteo and wttr.in: geocode place names, fetch hourly or daily outlooks, check weather alerts, and emit ta