Longbridge Research
helsome/folio
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short interest, industry rankings, peer group…
Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan.
Install Budgeting And Forecasting
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install cbrock84/headcount budgeting-and-forecasting --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .claude/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .claude/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecastingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install cbrock84/headcount budgeting-and-forecasting --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .agents/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .agents/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install cbrock84/headcount budgeting-and-forecasting --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .cursor/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .cursor/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/cbrock84/headcount.git --path plugins/finance/skills/budgeting-and-forecasting--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install cbrock84/headcount budgeting-and-forecasting --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .gemini/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .gemini/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install cbrock84/headcount budgeting-and-forecastingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .github/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .github/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install cbrock84/headcount budgeting-and-forecasting --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/finance/skills/budgeting-and-forecasting .opencode/skills/budgeting-and-forecasting && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "budgeting-and-forecasting" agent skill from https://github.com/cbrock84/headcount/tree/main/plugins/finance/skills/budgeting-and-forecasting into .opencode/skills/budgeting-and-forecasting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budgeting-and-forecasting", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
budgeting-and-forecasting- GitHub stars
- 2k
- Token cost
- ~857 tokens
- SKILL.md length
- 472 words
- Files
- 2 (incl. references)
- Skills in repo
- 178
- Repo updated
- First seen
- Licence
- MIT
At a glance
Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan.
- Works in 5 steps: Set the frame first — targets, headcount… → Collect in a fixed template. Free-form… → Challenge the inputs, specifically: what… → …
- Tasks that involve Budgeting and forecasting
- SKILL.md covers The budget is a commitment,…, Running the cycle, Rolling forecast and Variance analysis, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Budgeting And Forecasting is an agent skill from cbrock84/headcount. Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle, consolidate departmental submissions, explain why results diverged from plan, or improve forecast accuracy.
Its SKILL.md is about 860 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/sources.md`).
It sits in Business, Finance & HR, covering Budgeting and forecasting. The repository describes itself as: An agent organization structured as a company — 15+ departments, 125+ skills, each independently installable, citing the standards and regulators that settle the question. Runs… The licence is MIT.
When your agent uses it
- Tasks that involve Budgeting and forecasting
Example prompts
- “/budgeting-and-forecasting”
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- Set the frame first — targets, headcount envelope, and the assumptions everyone builds on
- Collect in a fixed template. Free-form submissions cost more to normalize than to build.
- Challenge the inputs, specifically: what is the volume driver, what is this per unit, what
- Consolidate and find the gap between bottom-up and top-down. There always is one. Close it
- Publish what was not funded and why. This prevents the same request arriving three times.
What it can do on your machine
Read from SKILL.md and the folder at commit 98d1c17. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Budgeting And Forecasting loads about 857 tokens when it runs, and up to ~1.1k if it reads all its reference files. Until then it costs about 89 tokens; SKILL.md has 472 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from cbrock84/headcount at commit 98d1c17, republished under its MIT licence (© cbrock84). 472 words, ~857 tokens.
Download SKILL.mdSave it as
.claude/skills/budgeting-and-forecasting/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- budgeting-and-forecasting
- description
- Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle, consolidate departmental submissions, explain why results diverged from plan, or improve forecast accuracy.
Budgeting and forecasting
The budget is a commitment, the forecast is a belief
Keep them separate. A budget re-cut every month is not a commitment; a forecast held to the original budget is not a belief. Both failures make the numbers useless for different reasons.
Running the cycle
- Set the frame first — targets, headcount envelope, and the assumptions everyone builds on (pricing, attrition, timing). Distributed teams building on different assumptions produces a consolidation that cannot be reconciled.
- Collect in a fixed template. Free-form submissions cost more to normalize than to build.
- Challenge the inputs, specifically: what is the volume driver, what is this per unit, what happens if it comes in at half. Budget submissions are negotiating positions and should be treated as such without hostility.
- Consolidate and find the gap between bottom-up and top-down. There always is one. Close it explicitly by cutting something named, not by proportional trimming — proportional cuts damage the highest-return line as much as the lowest.
- Publish what was not funded and why. This prevents the same request arriving three times.
Rolling forecast
Re-forecast on a fixed cadence over a constant horizon. Update only what has changed and say what changed and why. A re-forecast with no narrative is a new set of numbers with no information in it.
Variance analysis
Variance is only useful decomposed. For each material variance, separate:
- Volume — did we do more or less of it?
- Rate — did each unit cost or earn a different amount?
- Timing — did it move between periods, or is it gone?
- Mix — did the composition shift?
Timing variances need no action and are constantly mistaken for performance. Rate variances on recurring costs compound and are constantly under-reacted to.
Explain the top few by value, not every line. A variance report covering everything gets read as nothing.
Show full SKILL.md (167 more words)Show less
Sources
references/sources.md in this skill lists the outside authorities that settle the questions
here — what each one is authoritative for, and what you may do with it. Check them before
answering on anything they cover, and cite what you used. Most are free to read and not free
to reproduce; the use note on each is binding.
Tooling
Planning: Anaplan, Pigment, Workday Adaptive Planning, Vena, Cube, and similar. A well-built spreadsheet on a clean chart of accounts beats a planning tool nobody has been staffed to maintain; move when budget owners outnumber the people who can hold the model in their head.
Driver data comes from the ledger, the CRM, and the HRIS. The planning tool is only ever as current as those connections.
Never
- Present a forecast without saying what changed since the last one.
- Let a department own an assumption that drives another department's numbers.
- Report accuracy without measuring it. Track forecast error over time — it improves quickly once visible and never improves while unmeasured.
© cbrock84, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 1 other file (references) in plugins/finance/skills/budgeting-and-forecasting of cbrock84/headcount.
- SKILL.md
- references/sources.md
Open the folder on GitHubat commit 98d1c17
Compare with similar skills
Budgeting And Forecasting next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Budgeting And Forecasting this skillcbrock84/headcount | 2k | — | ~857 | Automated safety check: Pass | MIT | |
| Longbridge Researchhelsome/folio | 271 | 3 repos | ~2.1k | Automated safety check: Pass | MIT | |
| Bet SizingJoelLewis/finance_skills | 206 | — | ~2.5k | Automated safety check: Pass | MIT | |
| Cre Asset Managementahacker-1/cre-agent-skills | 113 | — | ~1.8k | Automated safety check: Pass | Apache-2.0 | |
| Dd LogsDataDog/pup | 1k | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | |
| Cash Flow ForecastWellApp-ai/Well | 345 | — | ~567 | Automated safety check: Pass | MIT |
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Questions about Budgeting And Forecasting
What does Budgeting And Forecasting do?
Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Budgeting And Forecasting is an agent skill from cbrock84/headcount. Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan.
When should I use Budgeting And Forecasting?
Budgeting And Forecasting fits situations like: tasks that involve Budgeting and forecasting.
How do I install Budgeting And Forecasting in Claude Code?
Run `npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a claude-code`. Or copy the skill folder (plugins/finance/skills/budgeting-and-forecasting in cbrock84/headcount) into .claude/skills/budgeting-and-forecasting in your project. Claude Code loads it when a task matches its description.
How do I install Budgeting And Forecasting in Codex?
Run `npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a codex`. Or copy the skill folder (plugins/finance/skills/budgeting-and-forecasting in cbrock84/headcount) into .agents/skills/budgeting-and-forecasting in your project. Codex loads it when a task matches its description.
Can I use Budgeting And Forecasting in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cbrock84/headcount --skill budgeting-and-forecasting -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/budgeting-and-forecasting, .gemini/skills/budgeting-and-forecasting, .github/skills/budgeting-and-forecasting and .opencode/skills/budgeting-and-forecasting in your project.
What does Budgeting And Forecasting need to run?
SKILL.md names no scripts, command-line tools or credentials: Budgeting And Forecasting is instructions for the agent only.
Does Budgeting And Forecasting access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Budgeting And Forecasting safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Budgeting And Forecasting use?
Budgeting And Forecasting is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Budgeting And Forecasting use?
About 857 tokens (SKILL.md is roughly 3.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 235 tokens, read only when the agent opens those files.
What are the alternatives to Budgeting And Forecasting?
Skills that share tags, products or a category with Budgeting And Forecasting: Longbridge Research (helsome/folio, 271 stars), Bet Sizing (JoelLewis/finance_skills, 206 stars), Cre Asset Management (ahacker-1/cre-agent-skills, 113 stars) and Dd Logs (DataDog/pup, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Budgeting And Forecasting?
cbrock84 (a GitHub user) maintains it in cbrock84/headcount, which has 2,022 GitHub stars. The repository holds 178 skills in this directory. The repository was last updated on September 17, 2026.
Source: cbrock84/headcount on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.