Week 5 · spine
Power Skill: Reporting, Analysis & Forecasting
Turn a recurring two-hour report into a five-minute review — and forecast without a finance degree.
The reporting/forecasting power skill — the format never changes, only the data does, which makes it the ideal Skill. Everyone builds the Weekly Report Skill (with the fact-vs-hypothesis discipline that keeps it trustworthy), then a simple Forecast & Scenario model, then applies it through their lens (pipeline / ops dashboard / obligations / campaign).
The wow: flexing a single assumption and watching the scenarios update — explainable quant planning anyone can own. The D is Discernment: judging what the numbers mean and labelling inference as inference.
Learner goals
- Build the Weekly Report Skill on a real data source.
- Separate fact from hypothesis so the report is trustworthy.
- Build a simple, explainable forecast with base/best/worst scenarios.
- Apply reporting through your role lens.
What you set up live
- Connect or import a data source (Sheet/CSV/CRM).
- Build the Weekly Report Skill in your house format.
- Build a forecast and flex one assumption to see the answer move.
Run-of-show · 180 min
The session timeline. The amber row is where the wow lands.
| Time | Segment | Mode |
|---|---|---|
| 0:00 · 12m | Welcome + the reporting power skill | Talk |
| 0:12 · 35m | Build-along: the Weekly Report Skill on real data | Build-along |
| 0:47 · 10m | Break | Break |
| 0:57 · 33m | Build-along: forecasting & what-if ✦ wow | Build-along |
| 1:30 · 45m | Role-lens breakout: your recurring report | Breakout |
| 2:15 · 30m | Scheduling, approval modes & the desktop VM | Screen-share |
| 2:45 · 15m | Project handoff (Discernment) | Talk |
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