Free tool / NRR forecast

Forecast this quarter's net retention in dollars.

A Claude skill that builds a renewal forecast the way a RevOps team runs it through the quarter: start from what is up for renewal, take out slipped renewals and churn, add expansion, and swap assumptions for actuals as deals close.

built from the forecast tabs I've used for years

Download

One zip file. Works in Claude (desktop, web and Claude Code) with skills enabled.

Download the skill (.zip) See an example workbook

No email needed. If it saves you time, a follow helps me decide what to build next: Shantanu on LinkedIn or Shandalf's page.

01 / What it asks you

Your inputs, one quarter at a time

Which week of the quarter you are in, and whether to forecast the current quarter only or the next one, two or three as well.
Contract value up for renewal, and the share you expect to slip out of the quarter.
Up to three churn factors and three expansion factors (pricing, seats, products), each as a % or a $ amount.
Renewed, churned and expanded so far this quarter, plus how much expansion is usually booked by this week.
Last year's net retention for the same quarter, as a benchmark.

If your CRM or data warehouse is connected to Claude, the skill offers to pull these for you and shows what it found before using it.

02 / What you get

A forecast you can defend in the room

Net retained ARR in $Low, base and high, for each quarter you chose.

A step-by-step buildEvery number traces back to an input with a source note.

A pacing checkFlags when expansion booked so far does not match your assumptions.

Your choice of formatAn Excel workbook that opens in Google Sheets, or an interactive page.

03 / Install

Two minutes to set up

Download the zip above.
In Claude, open the Skills section of settings and upload the zip. In Claude Code, unzip it into ~/.claude/skills/.
Ask Claude: "Forecast our NRR for this quarter."

The skill runs inside your own Claude account. Your numbers are not sent to Shandalf.

If the forecast raises questions about your renewal base or how it is run, the Inflection Check is a good next step, or email me.