30 Claude Prompts That Build Spreadsheets

You are a mortgage analyst who builds amortization calculators in spreadsheets. <context> I want a loan amortization calculator that shows the full payment schedule and total interest. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Loan amount: [PRINCIPAL] - Annual interest rate: [RATE] - Term: [YEARS] - Payment frequency: [MONTHLY] - Optional extra payment: [AMOUNT OR 0] </inputs> <task> Build an Inputs block (principal, rate, term, extra payment) and a Schedule tab with one row per period: payment number, payment date, scheduled payment (PMT), interest portion (IPMT or balance times periodic rate), principal portion, extra payment, and remaining balance. Add a Summary with monthly payment, total interest paid, total paid, and payoff date with vs without extra payments. Write out every formula including PMT. </task> <constraints> - Formulas valid in Google Sheets and Excel; note any PMT/IPMT differences. - Balance must reach exactly zero at the final period. - Show how extra payments shorten the term. </constraints> <format> Return the calculator as a structured artifact (inputs block, schedule table with exact formulas, and summary), then a short note on changing inputs and reading total interest. </format>

You are an investment analyst who builds savings-growth calculators. <context> I want a compound interest calculator that projects how an investment grows with regular contributions. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Starting amount: [PRINCIPAL] - Monthly contribution: [AMOUNT] - Expected annual return: [RATE] - Years to grow: [N] - Compounding: [MONTHLY] </inputs> <task> Build an Inputs block and a year-by-year (or month-by-month) Projection table with columns for period, starting balance, contribution added, interest earned that period, and ending balance carried forward. Add a Summary showing final balance, total contributed, total interest earned, and the contribution-vs-growth split as percentages. Write out every formula including the compounding step. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Interest must compound on the running balance, not the principal only. - Include a note comparing the FV function result as a cross-check. </constraints> <format> Return the calculator as a structured artifact (inputs, projection table with exact formulas, summary), then a short note on adjusting the return rate and contribution. </format>

You are a pricing strategist who builds break-even models in spreadsheets. <context> I want a pricing and break-even calculator for my product that shows how many customers I need to profit. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Price per plan: [PLAN NAMES AND PRICES] - Variable cost per customer: [E.G. HOSTING, SUPPORT] - Fixed monthly costs: [SALARIES, TOOLS, RENT] - Expected plan mix: [E.G. 60% BASIC, 40% PRO] - Monthly churn rate: [PERCENT] </inputs> <task> Build an Inputs block and a Model tab computing per-customer contribution margin (price minus variable cost), blended average revenue from the plan mix, break-even customer count (fixed costs / contribution margin), break-even revenue, and a small sensitivity table showing profit at several customer counts. Factor churn into net customer growth. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Break-even must recalc live when price or costs change. - Include a 5-row sensitivity table (customers vs profit). </constraints> <format> Return the calculator as a structured artifact (inputs, model with exact formulas, sensitivity table), then a short note on interpreting break-even and testing prices. </format>

You are a freelance business coach who builds rate-setting calculators. <context> I want a calculator that tells me what hourly rate I must charge to hit my income goal. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Target annual take-home: [AMOUNT] - Business expenses per year: [SOFTWARE, INSURANCE, ETC] - Tax rate to cover: [PERCENT] - Billable hours per week and weeks worked per year: [E.G. 25, 46] - Non-billable overhead percentage: [E.G. 20%] </inputs> <task> Build an Inputs block and a Calculation tab that derives required gross revenue (take-home plus expenses, grossed up for taxes), total billable hours per year, the minimum hourly rate (gross revenue / billable hours), and a recommended rate padded for non-billable time. Add a small table showing income at 3 different rates. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Tax gross-up and billable-hours math must be transparent, cell by cell. - 3-row comparison of low/target/premium rates. </constraints> <format> Return the calculator as a structured artifact (inputs, calculation with exact formulas, comparison table), then a short note on adjusting billable hours and reading the recommended rate. </format>

You are a marketing analyst who builds campaign ROI calculators. <context> I want a calculator that measures the return on a marketing campaign and compares channels. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Campaigns or channels to compare: [LIST] - Spend per campaign: [AMOUNTS] - Leads or conversions per campaign: [NUMBERS] - Average order value or customer LTV: [AMOUNT] - Conversion rate if only leads are known: [PERCENT] </inputs> <task> Build a Campaigns tab (name, spend, leads, conversions, revenue) and a Results section computing cost per lead, cost per acquisition, revenue, ROI ((revenue - spend)/spend), ROAS, and a ranking of campaigns best to worst by ROI. Include a break-even conversions cell per campaign. Guard divisions with IFERROR. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - ROI and ROAS must be clearly distinguished and labeled. - 3 sample campaigns with different efficiencies. </constraints> <format> Return the calculator as a structured artifact (tables with headers, sample rows, exact formulas), then a short note on ranking channels and deciding where to reallocate budget. </format>

You are a sales operations specialist who builds spreadsheet CRMs for small teams. <context> I want a simple but complete CRM in a spreadsheet to manage contacts, deals, and activity. It must be a self-contained, paste-ready workbook with working formulas. </context> <inputs> - Contact fields: [NAME, COMPANY, EMAIL, PHONE, SOURCE] - Deal stages: [LIST] - Activity types: [CALL, EMAIL, MEETING] - Team members: [LIST] </inputs> <task> Build three linked tabs: Contacts (name, company, email, phone, owner, source, status), Deals (deal name, linked contact, value, stage dropdown, next step, next-action date), and Activity Log (date, contact, type, notes). Add a Dashboard summarizing open deal value, deals per stage, activities this week, and contacts with no next action. Use COUNTIF, SUMIF, and a lookup linking deals to contacts. Write out every formula and dropdown values. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Deals reference contacts by a shared key, not duplicated data. - 3 sample contacts and deals across stages. </constraints> <format> Return the CRM as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on linking deals to contacts and logging activity. </format>

You are a networking strategist who builds relationship-tracking spreadsheets. <context> I want a networking contact list that reminds me who to reconnect with and when. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Fields I want: [NAME, ROLE, COMPANY, HOW WE MET, LAST CONTACT, PRIORITY] - Reconnect cadence by priority: [E.G. A EVERY 30 DAYS, B EVERY 90] - Tags or groups: [E.G. MENTOR, CLIENT, PEER] - Today's date reference: [USE TODAY] </inputs> <task> Build a Contacts tab (name, role, company, group dropdown, priority dropdown, how we met, last contact date, notes) with computed columns for days since last contact and next-touch date (last contact plus cadence based on priority), plus a flag for anyone overdue. Add a Summary with contacts per group and a due-to-reconnect list. Write out every formula and dropdown values. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Cadence must map from the priority via a small lookup table. - 3-4 sample contacts with different last-contact dates. </constraints> <format> Return the list as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on the reconnect flag and updating last-contact dates. </format>

You are an operations analyst who builds inventory-tracking spreadsheets for small businesses. <context> I want an inventory sheet that tracks stock levels and flags what to reorder. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Products: [SKU, NAME, CATEGORY] - Fields: [UNIT COST, PRICE, QTY ON HAND, REORDER POINT, SUPPLIER] - Restock lead time: [DAYS] - Currency: [E.G. USD] </inputs> <task> Build a Products tab (SKU, name, category, supplier, unit cost, sell price, quantity on hand, reorder point, quantity to reorder) with computed columns for inventory value (qty times cost), margin per unit and margin percent, and a reorder flag when quantity on hand is at or below the reorder point. Add a Summary with total inventory value, count of items to reorder, and value by category. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Reorder flag and reorder quantity logic must be explicit. - 4 sample products, at least one below its reorder point. </constraints> <format> Return the sheet as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on updating stock and reading the reorder list. </format>

You are a content marketing manager who builds editorial calendars in spreadsheets. <context> I want a content calendar that tracks every piece from idea to published across channels. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Channels: [BLOG, NEWSLETTER, LINKEDIN, YOUTUBE, ETC] - Workflow statuses: [IDEA / DRAFTING / REVIEW / SCHEDULED / PUBLISHED] - Fields: [TITLE, OWNER, CHANNEL, TARGET KEYWORD, PUBLISH DATE, LINK] - Team members: [LIST] </inputs> <task> Build a Calendar tab (title, channel dropdown, owner, status dropdown, target keyword, publish date, link, notes) plus computed columns for days until publish and an overdue flag for drafts past their date. Add a Dashboard with pieces per status, pieces per channel this month, count publishing this week, and pieces without an owner. Use COUNTIF and date math. Write out every formula and dropdown values. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Overdue flag applies only to unpublished pieces. - 4 sample pieces across channels and statuses. </constraints> <format> Return the calendar as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on the status workflow and weekly publishing view. </format>

You are a procurement analyst who builds vendor-management spreadsheets. <context> I want a vendor tracker that keeps supplier details, contracts, and spend in one place. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Vendors: [NAME, CATEGORY, CONTACT] - Contract fields: [START, RENEWAL DATE, ANNUAL COST, PAYMENT TERMS] - Rating criteria: [QUALITY, RELIABILITY, PRICE 1-5] - Renewal warning window: [E.G. 30 DAYS] </inputs> <task> Build a Vendors tab (name, category, contact, contract start, renewal date, annual cost, payment terms, quality/reliability/price scores) with computed columns for an average vendor score, days until renewal, and a renewal-due flag within my window. Add a Summary with total annual vendor spend, spend by category, top-rated vendors, and renewals coming up. Use AVERAGE, SUMIF, and date math. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Renewal flag must trigger inside the warning window only. - 3-4 sample vendors with different renewal dates and scores. </constraints> <format> Return the tracker as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on the renewal flag and comparing vendor scores. </format>

You are a meal-planning coach who builds weekly planning spreadsheets. <context> I want a weekly meal planner that also builds my grocery list and estimates cost. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - People to feed: [NUMBER] - Meals per day to plan: [BREAKFAST, LUNCH, DINNER, SNACKS] - Dietary preferences: [E.G. VEGETARIAN, HIGH PROTEIN] - Weekly food budget: [AMOUNT] - Currency: [E.G. USD] </inputs> <task> Build a Meal Plan tab (days as columns, meals as rows, each cell a dish name) and an Ingredients tab (item, meal it belongs to, quantity, unit, estimated price, aisle/category). Add a Grocery Summary that sums quantities of duplicate items and totals estimated cost against my budget with an over/under indicator. Use SUMIF to consolidate duplicate ingredients. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Duplicate ingredients across meals must consolidate into one grocery line. - Fill a sample 2-3 days of meals and their ingredients. </constraints> <format> Return the planner as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on adding meals and reading the consolidated grocery list. </format>

You are an event planner who builds budget-and-task spreadsheets for weddings and large events. <context> I want an event planning workbook covering budget, guests, and tasks. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Event type and date: [E.G. WEDDING, JUNE 2026] - Total budget: [AMOUNT] - Budget categories: [VENUE, CATERING, ATTIRE, ETC] - Guest count estimate: [NUMBER] - Currency: [E.G. USD] </inputs> <task> Build three tabs: Budget (category, estimated, actual, deposit paid, balance due, difference vs estimate), Guest List (name, party size, invited?, RSVP status, meal choice), and Checklist (task, owner, due date, done?). Add a Dashboard with total estimated vs actual vs budget remaining, headcount of confirmed RSVPs, and tasks overdue or due this week. Use SUMIF, COUNTIF, and date math. Write out every formula and dropdown values. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Budget remaining and RSVP headcount must recalc live. - 2-3 sample rows per tab. </constraints> <format> Return the workbook as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on tracking deposits and confirmed headcount. </format>

You are a content strategist who builds quarterly planning spreadsheets. <context> I want a quarterly content plan that maps themes, cadence, and effort across a quarter. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Quarter and goal: [E.G. Q1, GROW ORGANIC TRAFFIC] - Content pillars/themes: [LIST] - Formats: [BLOG, VIDEO, EMAIL, SOCIAL] - Publishing cadence: [E.G. 2 BLOGS + 3 SOCIAL PER WEEK] - Team capacity: [PEOPLE OR HOURS PER WEEK] </inputs> <task> Build a Plan tab (week number, theme, title, format, owner, effort in hours, status) and a Capacity Dashboard computing planned pieces per week, hours planned vs team capacity per week with an over-capacity flag, pieces per pillar, and pieces per format. Use SUMIF by week and pillar and compare planned hours to a capacity cell. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Over-capacity flag must trigger when planned hours exceed capacity. - Fill 2 sample weeks across pillars and formats. </constraints> <format> Return the planner as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on balancing the plan against capacity. </format>

You are a travel planner who builds itinerary-and-budget spreadsheets. <context> I want a trip planner covering the day-by-day itinerary and the travel budget. It must be a self-contained, paste-ready spreadsheet with working formulas. </context> <inputs> - Destination and dates: [PLACE, START-END] - Travelers: [NUMBER] - Total trip budget: [AMOUNT] - Expense categories: [FLIGHTS, LODGING, FOOD, ACTIVITIES, TRANSPORT] - Currency: [E.G. USD] </inputs> <task> Build an Itinerary tab (date, day, time, activity, location, booked?, cost) and a Budget tab (category, estimated, actual, difference) with a Dashboard showing total estimated vs actual vs budget remaining, spend per category, cost per traveler, and per-day spend. Use SUMIF by category and by date. Write out every formula. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Budget remaining and per-traveler split must recalc live. - Fill a sample 2-day itinerary with costs. </constraints> <format> Return the planner as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on logging bookings and watching the remaining budget. </format>

You are a performance coach who builds goal-tracking spreadsheets using OKRs. <context> I want an annual goal planner built on objectives and key results that tracks progress all year. It must be a self-contained, ready-to-use spreadsheet with working formulas. </context> <inputs> - Objectives for the year: [2-4 OBJECTIVES] - Key results per objective: [MEASURABLE TARGETS] - Time frame: [ANNUAL / QUARTERLY CHECK-INS] - Areas of life or business: [E.G. HEALTH, CAREER, FINANCE] </inputs> <task> Build an OKRs tab (objective, key result, area, start value, current value, target value, and a progress percent computed as (current - start) / (target - start)) plus a status label (on track / at risk / done) driven by the progress percent. Add a Dashboard with overall progress per objective (average of its key results), progress per area, and a count of at-risk key results. Write out every formula including the status logic. </task> <constraints> - Formulas valid in Google Sheets and Excel; note differences. - Progress formula must handle both increasing and decreasing targets. - Fill 2 sample objectives with 2 key results each. </constraints> <format> Return the planner as a structured artifact (tabs as tables with headers, sample rows, exact formulas), then a short note on the quarterly check-in and updating current values. </format>