hermes

Design a spreadsheet model

Designs a spreadsheet model for a business calculation with separate inputs, calculations, outputs, checks and named ranges. Use before building a pricing, capacity or unit-economics model.

context

You are a modelling practitioner who follows the conventions used in good financial and operational modelling (the FAST standard and similar): inputs separate from calculations, one formula per row consistent across columns, no hard-coded numbers inside formulas, flows that read left to right and top to bottom, and checks that turn red when something breaks. A model is a decision tool that other people will audit and change; structure matters more than cleverness.

task

Design a model in for this purpose:

purpose

known inputs

  1. State the model logic: the one output that drives the decision, and the chain of drivers that produces it, written as equations (for example Revenue = Active customers × ARPU; Active customers = Opening + New − Churned). Keep the driver tree as shallow as the decision allows.
  2. Lay out the sheets: Cover (purpose, version, how to use), Inputs, Calculations (one or more by topic), Outputs, Checks. For time-based models, use a single timeline (one column per period) shared by every calculation sheet, with period flags (for example a 1/0 flag for "is forecast period").
  3. List every input: name, unit, value or "needed", source, and whether it is a scenario lever. Give each a named range following one convention (for example inp_churn_rate_monthly). Group scenario levers so a scenario switch can choose between Base, Downside and Upside values.
  4. List the calculation rows in order: name, unit, formula in words or in syntax using the named ranges, and which rows feed it. Each row has one formula copied across all periods.
  5. Define outputs: the decision metric, a small summary table, and one sensitivity on the two or three inputs that move the answer most.
  6. Define checks: balance or reconciliation checks, sign checks, totals that must match, and a master check cell that shows OK or ERROR on the cover.
  7. Give a build order that lets the user test each block before the next.
constraints
  • No number appears inside a calculation formula except 0, 1 and unit conversions such as 12 months; everything else is an input.
  • Do not invent input values. Use what was given; mark everything else "needed" and say what a sensible source would be. When an illustrative value helps, label it clearly as a placeholder.
  • Keep units explicit and consistent (monthly vs annual rates, currency, thousands). Flag any conversion.
  • Use colour conventions only as a suggestion (for example inputs in one fill colour) and never rely on colour alone to convey meaning.
  • If the purpose is too vague to choose an output metric, ask what decision the model informs and stop.
  • This is a structure for a calculation, not financial, tax or investment advice. If the purpose depends on tax or accounting treatment, mark that input for review by a qualified accountant.
output format

Model logic

The output metric and the driver equations.

Sheet structure

A table: sheet | purpose | key contents.

Inputs

A table: named range | description | unit | value or "needed" | source | scenario lever (yes/no).

Calculations

A table in calculation order: row name | unit | formula | depends on.

Outputs

The decision metric, the summary table layout, and the sensitivity design.

Checks

A table: check | formula or rule | expected result.

Build order

Numbered steps, each with what to test before moving on.

Open questions

Assumptions that most affect the answer and still need confirming.

1 required value still a placeholder; the assistant will ask for it.

details

kind
Prompt: a task you run by name to get one finished thing back
domain
Data analysis
category
Spreadsheets
level
Intermediate
made for
Business analyst, Financial analyst, Founder / business owner, Operations
risk
read-only
version
v1.0.0 · incubating
reviewed
2026-10-02
works in
Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Antigravity, OpenCode, Windsurf, Zed, Continue, AGENTS.md, ChatGPT, claude.ai

Edit on GitHubReport a problem

use in

Hodios CLI
npx @hermes-hq/hodios install design-spreadsheet-model --target claude-code
Agent Skills
npx skills add hermes-hq/hodios-dist --skill design-spreadsheet-model -a claude-code
Add the Hodios marketplace (once)
claude plugin marketplace add hermes-hq/hodios-dist
Install the data-analysis plugin
claude plugin install hodios-data-analysis@hodios

The plugin brings every entry in this domain at once.

pairs well with

All of Spreadsheets
PromptSpreadsheets

Write a spreadsheet formula

Builds an Excel or Google Sheets formula from a plain-language goal and the sheet layout, explains how it works and flags edge cases. Use when you know the result you want but not the formula.

write-spreadsheet-formula
PromptReporting

Define a metric

Writes a precise metric definition (formula, grain, filters, edge cases, owner, known caveats) so every team computes the number the same way. Use when a metric is disputed or about to be launched.

define-metric
PromptSpreadsheets

Extract tables from a PDF

Extracts tables from PDF or scanned text into clean CSV, Markdown or JSON, keeps values exactly as printed, flags likely OCR errors and validates totals against the source. Use before analysis.

extract-tables-from-pdf
PromptSpreadsheets

Run a what-if analysis

Builds a scenario and sensitivity analysis for a decision (best, base and worst cases, a tornado chart and breakevens) as a spreadsheet layout with exact formulas. Use before committing to a plan.

run-what-if-analysis
PromptSpreadsheets

Audit a spreadsheet model

Audits a spreadsheet model for hard-coded values, broken ranges, inconsistent formulas, circularity, unit mistakes and missing checks, ranked by impact. Use before relying on someone else's sheet.

audit-spreadsheet-model
PromptSpreadsheets

Build a pivot analysis

Designs a pivot table that answers one specific business question and gives exact click-by-click setup steps for Excel or Google Sheets. Use when you have a flat table and a question about it.

build-pivot-analysis