This skill guides the creation of sophisticated, multi-tab Excel workbooks that startups and growing companies need for financial planning, operational analytics, and board reporting. It handles the entire workflow from requirements gathering through final delivery, ensuring GAAP-compliant calculations, best-practice visualizations, and maintainable formulas.
Start by understanding what the user needs. Use a conversational approach that elicits detailed requirements without overwhelming them.
If the user provides comprehensive requirements upfront, acknowledge and confirm understanding:
Comprehensive toolkit for creating multi-tab Excel workbooks for startups and scale-ups. Use this skill when building financial models, operational dashboards, board reports, or analytics workbooks that require data organization, complex calculations, pivot tables, visualizations, and documentation across multiple interconnected sheets. Specialized for startup metrics (ARR, MRR, CAC, LTV), board-level reporting, and data-driven decision making. Source: exploration-labs/nates-substack-skills.