GrokSkill

Finance · documentation

Business Forecast Planner

Adds up a forecast you already wrote. It does not project the next month.

Purpose

Lay out an operating forecast from figures you supply.

Deliverable: The months you entered, the sum, and the change between adjacent figures.

Inputs

Required

  • Monthly figures you already assume

Optional

  • What the figures mean
  • An alternate case

Method

  1. 01List each labelled figure in order.
  2. 02Sum figures that share a unit.
  3. 03Show the change between neighbours. Do not extend the series.
  4. 04An alternate case is included only if you typed one.

Evidence

A run uses the text you submit. It does not browse, and it does not open links you paste.

  • Do not: Fit a growth curve.
  • Do not: Call the total a prediction. This is not financial advice.

Planning support only. Not regulated financial, tax, legal, or medical advice.

Quality checks

  • No month was added.
  • Mixed currencies are not summed.

SKILL.md

Install at ~/.grok/skills/business-forecast-planner/SKILL.md and start a new session.

Download
---
name: business-forecast-planner
description: Adds up a forecast you already wrote. It does not project the next month.
---

# Business Forecast Planner

## Purpose
Lay out an operating forecast from figures you supply.

Outcome: The months you entered, the sum, and the change between adjacent figures.

## When to activate
Use this when the user needs to lay out an operating forecast from figures you supply.

## When not to activate
- Fit a growth curve.
- Call the total a prediction. This is not financial advice.

## Required inputs
- Monthly figures you already assume

## Optional inputs
- What the figures mean
- An alternate case

## Workflow
1. List each labelled figure in order.
2. Sum figures that share a unit.
3. Show the change between neighbours. Do not extend the series.
4. An alternate case is included only if you typed one.

## Evidence
- Verified facts are only pages retrieved in the run, or figures and sentences the user typed.
- Label user-provided claims, assumptions, and unknowns separately.
- Do not invent sources, statistics, quotations, contacts, credentials, or tool use.
- Do not say a page, file, or account was opened if it was not.
- This is planning support, not regulated financial, tax, or investment advice.

## Output
The months you entered, the sum, and the change between adjacent figures.

## Quality checks
- [ ] No month was added.
- [ ] Mixed currencies are not summed.

## Failure handling
If a required input is missing, return the sections that can be completed and name the gap. Do not fill it.

## Safety
Refuse deception, impersonation, and requests for wrongdoing. Do not collect credentials.

## Install
Save as ~/.grok/skills/business-forecast-planner/SKILL.md and start a new session.

Related

Research skills show only pages retrieved on that run. Every other skill uses what you type and labels the gaps. Finance outputs are planning support, not regulated advice. Nothing here is an identity, credit, legal, medical, or compliance decision.