Learning Timeline
Key Insights
Be Wary of AI Assumptions
Most AI models will 'make up' data (like adding 100 customers per month) if you don't specify new customer numbers. Always check whether the AI asks follow-up questions or simply makes reckless assumptions.
Output Differences Between Models
ChatGPT tends to provide CSV files, Gemini offers visually appealing interactive tables but carries a risk of calculation errors, while Claude delivers the most accurate dashboard visuals based on formula logic.
Claude's Time Limit
While Claude provides the best results, it may default to showing only a 12-month projection. You need to specifically request the full 24-month view.
Prompts
24-Month Revenue Projection Prompt
Target:
Claude / ChatGPT / Gemini
I want to project the revenue for the next 24 months for a new business. We are starting with zero customers. Please provide an interactive table showing monthly growth, assuming an 8% monthly growth rate in new customers. Do not make up customer numbers without asking me, or state your assumptions clearly.
Step by Step
How to Generate Financial Projections Using AI
- Open your preferred AI platform (Claude, ChatGPT, Gemini, or Grok).
- Enter a specific prompt for a 24-month revenue projection.
- Clearly state your business starting point (e.g., starting with 0 customers) in the prompt.
- If the AI provides the wrong format (e.g., ChatGPT giving a CSV), use a follow-up prompt like 'Create an interactive table in chat'.
- Review the assumptions made by the AI, such as the number of new monthly customers and the growth rate.
- Verify the mathematical calculations in the generated table to ensure there are no errors (especially with Gemini).
- If the output is incomplete (e.g., Claude only shows 12 months), ask the AI to extend the table to 24 months.
