Claude Just Became Your AI Business Analyst: GOLD & SILVER UPDATE 💎 (Patreon)

You can now generate SWOT analyses, client profitability reports, client health scorecards, and cash flow forecasts directly from your Excel data—giving you the kind of business insights that normally take hours to create manually.

Creating reports is useful. Knowing what those reports mean is where the real value lies. With these new additions, Claude doesn't just organize your data—it helps you identify opportunities, spot risks, understand which clients drive the most value, and forecast what's ahead so you can make better business decisions faster.

You can now build four powerful business analysis tools directly into your Claude-powered applications:

SWOT Analysis to uncover strengths, weaknesses, opportunities, and threats

Client Health Scorecards to evaluate customer performance and relationships

Profitability by Client reports to identify your most valuable customers

Cash Flow Forecasts to project future financial performance and plan ahead with confidence

These additions transform Claude Runs Business from a reporting tool into a complete AI-powered business advisor.

The training now goes beyond dashboards, reminders, and presentations by showing you how to turn raw Excel data into meaningful recommendations and strategic insights. You'll spend less time interpreting data manually and more time acting on information that matters.

Your updated training and resources are below—jump in and see what your data has been trying to tell you.