How to Turn a Forecast Spreadsheet Into an Interactive Planning Tool With ChatGPT Work

TL;DR: ChatGPT Work can turn a forecast spreadsheet into an interactive review site, letting leadership directly compare forecasts, listen to audio briefings, and test scenarios without manually recalculating or messing up the original model. ## Background: From Spreadsheet to Executive Briefing Hi, I'm Kyle from OpenAI's Strategic Finance team. Before ChatGPT Work, I spent a lot of time turning those models into executive briefings, and every time leadership asked new questions about our forecasts, I had to recalculate the numbers. ChatGPT Work turns team spreadsheets into an interactive review site. Leaders can compare forecasts, listen to audio briefings, test new scenarios, and see the impact before any numbers change. ## Five-Step Setup Process The setup process is divided into five steps: 1. Open the ChatGPT desktop app and switch to ChatGPT Work (you can also do this on the web). 2. Drag in the link to the forecast spreadsheet and share the product context behind the decision being evaluated. 3. Tell ChatGPT who this review is for, what decision needs to be made, and the deadline. 4. Ask it to build an interactive site where leadership can compare forecasts and test a specific assumption. 5. Cross-check all results against the original model, review the exact changes proposed, and then formally approve. ## How Sites Fits In: Between Spreadsheets and Presentations Sites delivers something between a spreadsheet and a presentation. It's concise enough for executive review, and unlike static slides, the site is interactive and can run different scenarios in real time. The end result: turning your forecast into a site your CFO can freely explore without messing up your spreadsheet. ## Source Source: How to Turn a Forecast Spreadsheet Into an Interactive Planning Tool With ChatGPT Work - YouTube (https://www.youtube.com/watch?v=TryfaGZwvIE)