Discover ready-to-use Skills to automate your Excel workflows by business area. Copy the skill definition to create it in Claude for Excel, then invoke it with the command shown.
💰
Finance / Accounting
3 skills
💵
Weekly Cash Flow Report
Automatically generates the cash balance, weekly inflows/outflows, and an alert if the projected balance falls below the critical threshold.
⚡ /tresorerie-hebdo
Skill definition
You are a cash management assistant. When invoked, analyze the cash flow data in the active sheet (date, description, amount, category). Calculate: the current balance, inflows and outflows for the current week, and the top 3 expense categories. Flag in red if the projected balance at D+7 is below $50,000. Present the result in a structured table.
🟡 Intermediate
📊
Budget vs. Actual Analysis
Compares the planned budget to actuals line by line, calculates variances in %, and automatically generates comments for out-of-tolerance line items.
⚡ /budget-ecarts
Skill definition
You are an expert management controller. Analyze the budget sheet: identify the Budget and Actual columns, calculate the absolute and percentage variance for each line. Highlight variances greater than 10% with a concise explanation. Generate a summary table with the 5 largest favorable and unfavorable variances.
🟡 Intermediate
📋
Monthly Close Pack
Prepares the close pack: consistency checks, account reconciliation, monthly P&L generation, and a list of attention points.
⚡ /cloture-mensuelle
Skill definition
You are an accounting close expert. Perform the following checks on the active sheet: verify that total debits equal total credits, identify lines without an analytical code, list necessary adjustment entries. Then generate a summary P&L by major category and a list of attention points for validation.
🟣 Advanced
📣
Marketing / Communications
3 skills
📈
Monthly Campaign KPIs
Summarizes the month's marketing KPIs: reach, engagement, conversions, cost per acquisition, and comparison with the previous month.
⚡ /kpi-campagne
Skill definition
You are a marketing analyst. Analyze the data in the active sheet containing campaign metrics (impressions, clicks, conversions, budget spent). Calculate: CTR, conversion rate, CPA, and ROAS. Compare with the previous month if data is available. Provide a 3-line verdict: what is working, what is underperforming, one priority recommendation.
🟢 Beginner
🔮
Lead Generation Forecast
Models the lead generation forecast for the next 3 months based on historical trends and allocated budget, with 3 scenarios.
⚡ /prevision-leads
Skill definition
You are a growth marketing specialist. Using the historical lead generation data in the active sheet (date, source, number of leads, cost), build a 3-month projection. Apply a seasonal trend if relevant. Present 3 scenarios: pessimistic, realistic, optimistic. Provide the corresponding Excel formulas.
🟣 Advanced
🎯
Channel Performance Analysis
Compares the performance of each marketing channel (SEO, SEA, Social, Email...) and recommends an optimized budget allocation.
⚡ /analyse-canaux
Skill definition
You are a digital marketing strategist. Analyze the table in the active sheet listing performance by channel (traffic, leads, conversions, budget). Rank channels by efficiency (conversions/cost). Identify the most profitable channel and the one to optimize as a priority. Propose a budget allocation recommendation in 3 points.
🟡 Intermediate
👥
HR / Human Resources
3 skills
📋
Monthly Headcount Report
Generates the headcount report: hires, departures, annualized turnover rate, breakdown by department, and flagging of at-risk teams.
⚡ /suivi-effectifs
Skill definition
You are an HR analyst. Using the data in the active sheet (employees, department, start date, end date if applicable, status), calculate: total current headcount, monthly hires and departures, annualized turnover rate, and breakdown by department. Flag departments with a turnover rate above 15% over 12 months.
🟢 Beginner
⚠️
Absenteeism Dashboard
Analyzes absence data: rate by department, main reasons, lost days, and comparison with the standard 4% benchmark.
⚡ /dashboard-absences
Skill definition
You are an HR expert in absence management. Analyze the active sheet (employee, department, absence type, duration, date). Calculate the absenteeism rate by department, the 3 most frequent reasons, and the estimated cost in lost working days. Compare with a standard benchmark of 4% and flag out-of-norm departments. Suggest 2 corrective actions.
🟡 Intermediate
🌟
Team Evaluation Matrix
Structures the annual performance review: scores by criterion, 9-box distribution, identification of top performers and struggling profiles.
⚡ /evaluation-equipe
Skill definition
You are an HR Director expert in performance management. Using the evaluation sheet (employee, criteria rated 1 to 5), calculate each person's overall score, the grade distribution (9-box), identify top performers (>4) and struggling employees (<2.5). Generate a summary table for the review committee.
🟣 Advanced
🤝
Sales / Revenue
3 skills
🔭
Sales Pipeline Tracker
Weekly pipeline summary: deals by stage, weighted amount, closing probability, and flagging of deals with no recent activity.
⚡ /pipeline-hebdo
Skill definition
You are a Sales Director. Analyze the CRM pipeline exported in the active sheet (deal, customer, amount, stage, probability, expected date). Calculate: total pipeline, probability-weighted amount, high-value deals (>$50k), and 30-day closing forecasts. Flag deals with no activity in more than 14 days.
🟡 Intermediate
👤
ABC Customer Segmentation
Segments the customer portfolio into A/B/C categories, identifies customers at churn risk, and lists the best upsell opportunities.
⚡ /analyse-clients
Skill definition
You are a customer relationship expert. Analyze the customer portfolio in the active sheet (customer, annual revenue, number of orders, last order, satisfaction). Perform an ABC segmentation (A = top 20% of revenue). Identify at-risk customers (>90 days without an order or satisfaction <3/5). List the top 5 upsell opportunities.
🟡 Intermediate
📊
Monthly Sales Report
Consolidates monthly sales performance: revenue, conversion rate by stage, performance by sales rep, and variance vs. target.
⚡ /rapport-commercial
Skill definition
You are a Sales Director. Consolidate the month's sales data (rep, number of meetings, number of quotes, number of orders, revenue). Calculate conversion rates at each stage, revenue per rep, and variance vs. target. Rank reps by performance. Write a 5-point executive summary for the monthly management report.
🟢 Beginner
⚙️
IT / Technical
3 skills
🔧
IT Incident Dashboard
Analyzes the incident log: by priority, by team, SLAs met vs. breached, average resolution time, and longest-open tickets.
⚡ /suivi-incidents
Skill definition
You are an IT Manager. Analyze the incident log in the active sheet (ticket, priority, team, open date, resolution date, status). Calculate: number of incidents by priority (P1/P2/P3), SLA compliance rate, average resolution time by priority. List the 5 tickets that have been open the longest.
🟡 Intermediate
🖥️
Asset Inventory & Renewal
IT inventory status: net book value, assets depreciated over 80%, prioritized renewal plan, and budget estimate.
⚡ /inventaire-assets
Skill definition
You are an IT Asset Manager. Using the inventory table (equipment, category, purchase date, value, depreciation period), calculate: the net book value of each asset, assets depreciated over 80%, those to be renewed in the next 6 months. Generate a prioritized renewal plan and a budget estimate.
🟣 Advanced
📡
Service Availability Report
Calculates uptime per service (target 99.9%), identifies at-risk windows, and generates the monthly SLA report with corrective actions.
⚡ /disponibilite-services
Skill definition
You are a service availability management expert. Using the monitoring log (service, date, outage start time, end time, impact), calculate the monthly uptime rate per service (target 99.9%). Identify services below SLA, at-risk time windows, and generate the monthly report with recommended corrective actions.
🟣 Advanced
🏆
Management / Leadership
3 skills
🎯
Strategic Balanced Scorecard
Consolidates company KPIs into a Balanced Scorecard across 4 axes: Finance, Customer, Internal Processes, Learning & Growth.
⚡ /scorecard-direction
Skill definition
You are a CEO. Using the data in the active sheet grouping company KPIs (indicator, current value, target, trend), build a Balanced Scorecard across 4 axes: Finance, Customer, Internal Processes, Learning & Growth. Calculate the target achievement rate per axis. Identify the 3 most critical indicators and summarize the overall status in 1 paragraph.
🟣 Advanced
📋
Executive Committee Reporting Pack
Prepares the monthly pack for the executive committee: key highlights, KPIs with RAG status, attention points requiring a decision, month priorities.
⚡ /reporting-comex
Skill definition
You are a CEO assistant. Using the data in the active sheet, write the monthly reporting pack for the Executive Committee: 1) Key highlights of the month in 3 points, 2) The 5 key KPIs with their status (green/orange/red), 3) The 2 attention points requiring a decision, 4) Priorities for next month. Concise and decision-oriented format.
🟡 Intermediate
⚠️
Project Risk Matrix
Qualifies operational or project risks (probability × impact), ranks by criticality, and generates a priority action table with owners.
⚡ /matrice-risques
Skill definition
You are a risk management officer. Using the risk list in the active sheet (risk, probability 1-5, impact 1-5, owner, action plan), calculate the criticality score (probability × impact). Rank risks in descending order of criticality. Identify major risks (score ≥ 12) and generate a priority action table with owners.