菜单
Use when designing or running a Power BI revenue digital twin for sales forecasting, target-gap simulation, backlog-to-invoice scenarios, what-if revenue paths, budget attainment, and forecast-to-cash decision support from an open Power BI Desktop model or exported forecast CSVs.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when working with Microsoft Power BI Desktop files or projects, including PBIX/PBIT inventory, DAX and Power Query review, semantic model documentation, Tabular Editor workflows, and local Desktop environment checks.
Use when storing and reusing Power BI planning memory across cycles, including forecast versions, assumptions, actions, overrides, actuals, error causes, segment lessons, and durable learning signals for autonomous planning.
Use when coordinating multiple AI forecasting perspectives for Power BI sales forecasts, including backlog, seasonality, budget, sales skepticism, risk, consensus, dissent, and explainable forecast arbitration.
Use when turning autonomous Power BI planning deviations into managed exceptions, including revenue gaps, risky backlog, unrealistic targets, biased models, sparse segments, owner hints, status, escalation, and closure evidence.
Use when building or running a closed-loop autonomous Power BI planning cycle that refreshes actuals, forecast, gap detection, scenarios, actions, tracking, learning, and the next plan without changing PBIX files directly.
Use when adding causal and counterfactual thinking to Power BI sales forecasts, including working days, holidays, delivery constraints, price changes, product lifecycle, stockouts, campaigns, customer behavior, and best/base/worst case simulations.
| name | powerbi-revenue-digital-twin |
| description | Use when designing or running a Power BI revenue digital twin for sales forecasting, target-gap simulation, backlog-to-invoice scenarios, what-if revenue paths, budget attainment, and forecast-to-cash decision support from an open Power BI Desktop model or exported forecast CSVs. |
Use this skill when the user wants to move beyond a static sales forecast into scenario simulation: "How do we still hit budget?", "What if delivery slips?", "Which backlog must convert?", or "Which customers/products close the revenue gap?"
Invoke-PowerBIAIForecast.ps1 or existing forecast CSVs. Do not write to PBIX/PBIP unless explicitly requested.forecast_monthtarget_metric such as Budget or Rollcurrent_ai_forecasttarget_gaprequired_backlog_conversionrequired_residual_demandtop_gap_driversscenario_namescenario_forecastscenario_probabilityexplanationnot_actionable when it depends on segments already flagged advisory_only, biased, or sparse without human validation.